SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equityrelated instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of theScheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth -1.53 -0.69 6.07 16.07 20.48 20.09
BSE 500 -3.58 -3.94 6.30 13.55 13.39 14.18

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-December-2025

  • HDFC Bank Ltd.

  • Bajaj Finance Ltd.

  • Tenneco Clean Air India Ltd.

  • Muthoot Finance Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • Maruti Suzuki India Ltd.

  • GKW Ltd.

  • Eicher Motors Ltd.

  • Reliance Industries Ltd.

  • Tech Mahindra Ltd.

  • State Bank of India

  • Vedanta Ltd.

  • Bank of Baroda

  • Jindal Steel Ltd.

  • HDFC Life Insurance Company Ltd.

  • Aavas Financiers Ltd.

  • Garware Technical Fibres Ltd.

  • Tata Steel Ltd.

  • Navin Fluorine International Ltd.

  • G R Infra projects Ltd.

  • Kalpataru Projects International Ltd.

  • Aptus Value Housing Finance India Ltd.

  • Brigade Hotel Ventures Ltd.

  • EIH Ltd.

  • SBI Life Insurance Co. Ltd.

  • JSW Cement Ltd.

  • Afcons Infrastructure Ltd.

  • TREPS

  • Net Receivable / Payable

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  • Finance - NBFC

  • Bank - Private

  • IT - Software

  • Bank - Public

  • Engineering - Construction

  • Auto Ancillary

  • Finance - Housing

  • Insurance

  • Automobiles - Passenger Cars

  • Hotel, Resort & Restaurants

  • Logistics

  • Automobile Two & Three Wheelers

  • Refineries

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Steel & Iron Products

  • Chemicals

  • Cement & Construction Materials

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About SBI Long Term Advantage Fund - Series IV

Scheme Analysis

SBI Long Term Advantage Fund - Series IV is a Equity - ELSS fund and belongs to SBI Mutual Fund. It was launched on 31-Mar-2017 and currently has an AUM of ₹212.43 crore. SBI Long Term Advantage Fund - Series IV is benchmarked against BSE 500 as primary index.

The NAV of SBI Long Term Advantage Fund - Series IV ended down ₹-0.23(-0.45%)yesterday to ₹49.9968.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The SBI Long Term Advantage Fund - Series IV is managed by Nidhi Chawla .

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com