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SBI LT Advantage Fund-III-Reg(G)

SBI LT Advantage Fund-III-Reg(G)

39.951230 Mar 2026

Chart

PlanNormal
Returns (6 months)-3.628%
Expense ratioNA
Min Investment500
AUM66 Cr
Inception date31 Mar 2016

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: BSE 500
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
-6.01%
-5.64%
-3.63%
-3.01%
15.19%
15.19%
14.85%
-0.60%
-11.40%
-13.34%
-9.89%
-4.16%
12.11%
10.29%
13.63%

Holdings

Name
Reliance Industries Ltd.
Reliance Industries Ltd.
HDFC Bank Ltd.
HDFC Bank Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Aster DM Healthcare Ltd.
Aster DM Healthcare Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
State Bank Of India
State Bank Of India
ICICI Bank Ltd.
ICICI Bank Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Bank Of Baroda
Bank Of Baroda
Bajaj Finserv Ltd.
Bajaj Finserv Ltd.
Vedanta Ltd.
Vedanta Ltd.
Colgate-Palmolive (India) Ltd.
Colgate-Palmolive (India) Ltd.
Tech Mahindra Ltd.
Tech Mahindra Ltd.
SBI Life Insurance Company Ltd.
SBI Life Insurance Company Ltd.
Instrument
Share %
Domestic Equities
8.10%
Domestic Equities
5.92%
Domestic Equities
5.66%
Domestic Equities
5.46%
Domestic Equities
5.19%
Domestic Equities
5.10%
Domestic Equities
4.95%
Domestic Equities
3.62%
Domestic Equities
3.41%
Domestic Equities
3.17%
Domestic Equities
2.94%
Domestic Equities
2.73%
Domestic Equities
2.06%
Domestic Equities
1.85%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
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Fund Managers
NC
Nidhi Chawla
Lock in Period
3 Year
Investment cannot be redeemed before this period completes.
Exit Load
No data available

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