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

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  • (-0.13%)Nav, as on 31-10-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP 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 3.79 6.31 1.54 15.71 27.00 20.88
BSE 500 4.20 3.42 4.13 14.80 19.56 14.47

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

Peer Fund Comparison

Fund Holdings as on 30-September-2025

  • Eicher Motors Ltd.

  • Bajaj Finance Ltd.

  • HDFC Bank Ltd.

  • Maruti Suzuki India Ltd.

  • ICICI Bank Ltd.

  • Hindalco Industries Ltd.

  • Infosys Ltd.

  • GKW Ltd.

  • Muthoot Finance Ltd.

  • Reliance Industries Ltd.

  • Tech Mahindra Ltd.

  • State Bank of India

  • Jindal Steel Ltd.

  • Net Receivable / Payable

  • Aavas Financiers Ltd.

  • Bank of Baroda

  • HDFC Life Insurance Company Ltd.

  • Indian Bank

  • Brigade Hotel Ventures Ltd.

  • Aptus Value Housing Finance India Ltd.

  • TREPS

  • Tata Steel Ltd.

  • Kalpataru Projects International Ltd.

  • JSW Cement Ltd.

  • EIH Ltd.

  • Navin Fluorine International Ltd.

  • G R Infra projects Ltd.

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  • Bank - Private

  • Finance - NBFC

  • Bank - Public

  • IT - Software

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Miscellaneous

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Logistics

  • Refineries

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Insurance

  • Steel & Iron Products

  • Cement & Construction Materials

  • Chemicals

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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 ₹207.04 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 ₹-0.06(-0.13%)yesterday to ₹50.9923.

Among its top 3 holdings the fund has exposure to Eicher Motors 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