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

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  • (-0.27%)Nav, as on 27-11-2025

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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 (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 1.14 6.82 3.78 15.69 24.01 20.81
BSE 500 0.36 5.03 5.10 14.40 17.17 14.46

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

Peer Fund Comparison

Fund Holdings as on 31-October-2025

  • Bajaj Finance Ltd.

  • HDFC Bank Ltd.

  • Maruti Suzuki India Ltd.

  • Hindalco Industries Ltd.

  • Eicher Motors Ltd.

  • TREPS

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • GKW Ltd.

  • Muthoot Finance Ltd.

  • Reliance Industries Ltd.

  • State Bank of India

  • Tech Mahindra Ltd.

  • Bank of Baroda

  • Jindal Steel Ltd.

  • Indian Bank

  • Aavas Financiers Ltd.

  • Brigade Hotel Ventures Ltd.

  • HDFC Life Insurance Company Ltd.

  • G R Infra projects Ltd.

  • Tata Steel Ltd.

  • Aptus Value Housing Finance India Ltd.

  • Navin Fluorine International Ltd.

  • Kalpataru Projects International Ltd.

  • EIH Ltd.

  • JSW Cement Ltd.

  • Afcons Infrastructure Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • Finance - NBFC

  • Bank - Public

  • IT - Software

  • Automobiles - Passenger Cars

  • Metal - Non Ferrous

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Logistics

  • Refineries

  • Steel/Sponge Iron/Pig Iron

  • Insurance

  • Steel & Iron Products

  • Chemicals

  • Cement & Construction Materials

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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 ₹213.14 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 ₹-0.14(-0.27%)yesterday to ₹51.4691.

Among its top 3 holdings the fund has exposure to Bajaj Finance 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