SBI Long Term Advantage Fund Series V is a below-average performer in its category with a BullWiser Honest Score of 4.5/10 — below the ELSS category median of 5.0/10 across 38 funds. Its 3-year CAGR of 20.0% outperforms the ELSS category average of 15.7% by +4.3 percentage points. Note: SBI Long Term Advantage Fund Series V is a Regular plan, which includes distributor commissions in its expense ratio. The Direct plan variant of this fund offers a lower TER and higher net returns for cost-conscious investors.
Fund Details
Fund Name
SBI Long Term Advantage Fund Series V
Category
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
2.6%
3Y CAGR
20.0%
vs Category Average — ELSS
3Y CAGR
This fund+4.3% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund-0.5 vs category avg
Category: ELSS · 38 Direct-plan funds compared · 0% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of SBI Long Term Advantage Fund Series V?
SBI Long Term Advantage Fund Series V has a BullWiser Honest Score of 4.5/10 (BELOW AVERAGE).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of SBI Long Term Advantage Fund Series V?
The Total Expense Ratio (TER) of SBI Long Term Advantage Fund Series V Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of SBI Long Term Advantage Fund Series V?
SBI Long Term Advantage Fund Series V has delivered 2.6% 1-year returns and
20.0% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is SBI Long Term Advantage Fund Series V a good investment?
BullWiser rates SBI Long Term Advantage Fund Series V as BELOW AVERAGE (Honest Score 4.5/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the ELSS category.
How does Direct Plan differ from Regular Plan for SBI Long Term Advantage Fund Series V?
The Regular plan of SBI Long Term Advantage Fund Series V includes a distributor commission of 0.5–1.5% per year built into the expense ratio. Switching to the Direct plan of the same fund eliminates this cost — same fund manager, same portfolio, but a lower TER that compounds significantly over time. Use BullWiser's MF Analyser to calculate your exact savings.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse ELSS Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.