Fundalysisby DARKHORSESTOCKS

Scheme

SBI Long Term Advantage Fund Series VI

Holds 34 companies worth ₹245 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹248 CrSBI Long Term Advantage Fund Series VI's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.5% on Aug 2026, ₹262 Cr.

  • Largest holding

    Foseco India LimitedFoseco India Limited is 6.2% of this scheme's NAV.

  • Fund manager

    Anup UpadhyayRuns it since 11 Apr 2018, as the fund house dates it. With Nidhi Chawla (fund manager).

AUM(Sept 2018 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026248−5.5%
Aug 2026262+1.3%
Jul 2026259+0.3%
Jun 2026258+3.6%
May 2026249−0.6%
Apr 2026251+12.2%
Mar 2026223−14.2%
Feb 2026261−0.4%
Jan 2026262−3.2%
Dec 2025270+1.1%
Nov 2025268−1.8%
Oct 2025273+1.1%
AUM at month end, Sept 2026
₹248 Cr
−9.0% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2018 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20264.83%+0.01 pt
Jun 20264.82%−0.04 pt
Mar 20264.87%+0.05 pt
Dec 20254.82%+0.03 pt
Direct plans' share of AUM, Sept 2026
4.83%
+0.02 pt since Dec 2025
Fig. 2.SBI Long Term Advantage Fund Series VI's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−3.81%−3.82%––−4.24%
3 months *
−3.30%−3.34%––−4.08%
6 months *
+4.87%+4.74%––+2.67%
1 year
−2.71%−3.00%−5.42%+2.71 pt−2.45%
3 years
+8.96%+8.60%+9.17%−0.21 pt+10.93%
5 years
+11.12%+10.72%+8.22%+2.90 pt+10.56%
Since launch
+14.63%+14.05%+12.06%+2.57 pt+14.32%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI.