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

Other Plans and Options
  • 0.36 %Nav, as on 18-02-2026

  • Previous Nav

  • Net Change on 18-02-2026

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 (₹)

  • 52 Week Low Nav Date

  • 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 - Regular Plan - Growth -0.53 0.13 12.63 16.69 18.86 19.44
BSE 500 0.63 -0.80 14.27 15.78 13.14 14.28

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

Peer Fund Comparison

Fund Holdings as on 31-January-2026

  • Tenneco Clean Air India Ltd.

  • Bajaj Finance Ltd.

  • HDFC Bank Ltd.

  • TREPS

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • GKW Ltd.

  • Maruti Suzuki India Ltd.

  • Tech Mahindra Ltd.

  • State Bank of India

  • Eicher Motors Ltd.

  • Vedanta Ltd.

  • Reliance Industries Ltd.

  • Bank of Baroda

  • Jindal Steel Ltd.

  • Muthoot Finance Ltd.

  • HDFC Life Insurance Company Ltd.

  • Aavas Financiers Ltd.

  • Tata Steel Ltd.

  • Navin Fluorine International Ltd.

  • G R Infra projects Ltd.

  • Aptus Value Housing Finance India Ltd.

  • Kalpataru Projects International Ltd.

  • Brigade Hotel Ventures Ltd.

  • SBI Life Insurance Co. Ltd.

  • JSW Cement Ltd.

  • EIH Ltd.

  • Afcons Infrastructure Ltd.

  • Net Receivable / Payable

View More

  • Bank - Private

  • Finance - NBFC

  • IT - Software

  • Bank - Public

  • Auto Ancillary

  • Engineering - Construction

  • Miscellaneous

  • Finance - Housing

  • Insurance

  • Logistics

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Refineries

  • Steel/Sponge Iron/Pig Iron

  • Steel & Iron Products

  • Chemicals

  • Cement & Construction Materials

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹207.94 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 up ₹0.18(0.36%)yesterday to ₹48.7037.

Among its top 3 holdings the fund has exposure to Tenneco Clean Air India 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