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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹181 Cr

Lock In Period

3 Years

Expense Ratio

1.38

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for SBI Long Term Advantage Fund - Series IV Growth include a ₹45.6368 NAV as of Apr 24,2026 and returns since inception of 47.95%. Minimum investments start at SIP ₹0. The SBI Long Term Advantage Fund - Series IV Growth AUM is ₹181 Cr, with a lock-in of 3 Years years, expense ratio of 1.38%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 7.64% returns, against a category average of 2.11% and a category best of 18.40%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.642.1118.40
6M-4.131.2524.27
1Y3.844.6978.49
3Y13.9515.42130.26

Portfolio Analysis

  • Equity: 93.03%
  • Debt: 6.97%
  • Others
As on: 2026-03-31
View allocation % by

1. Bajaj Finance Ltd.6.21%
2. Muthoot Finance Ltd.2.97%
3. Cholamandalam Investment & Finance Co. Ltd.2.62%

1. HDFC Bank Ltd.5.66%
2. ICICI Bank Ltd.5.00%

1. Infosys Ltd.4.39%
2. Tech Mahindra Ltd.3.83%

1. State Bank of India4.33%
2. Bank of Baroda3.42%

1. Tata Motors Ltd.3.71%
2. Ashok Leyland Ltd.2.13%

1. Vedanta Ltd.4.53%

1. Eicher Motors Ltd.4.37%

1. Aavas Financiers Ltd.2.38%
2. Aptus Value Housing Finance India Ltd.1.83%

1. GKW Ltd.4.11%

1. Reliance Industries Ltd.4.01%

1. Jindal Steel Ltd.4.00%

1. Sun Pharmaceutical Industries Ltd.3.40%

1. Tenneco Clean Air India Ltd.3.33%

1. Tata Steel Ltd.3.18%

1. Navin Fluorine International Ltd.3.07%

1. Kalpataru Projects International Ltd.2.34%

1. G R Infra projects Ltd.2.20%

1. JSW Cement Ltd.2.07%

1. SBI Life Insurance Co. Ltd.1.97%

1. Afcons Infrastructure Ltd.1.50%

About Fund

SBI Long Term Advantage Fund - Series IV Growth managed by SBI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹181 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.38. Under the expert guidance of Nidhi Chawla ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nidhi Chawla

Ms. Nidhi Chawla holds BBS degree and has also done MBE and CFA. She has over 7 years experience in Mutual Fund Industry. She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Long Term Tax Advantage Fund - Series II Growth013.09 CR1.37
This FundSBI Long Term Advantage Fund - Series IV Growth0180.82 CR1.38
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Tax Advantage Fund - Series II Growth5.649547.6153
This FundSBI Long Term Advantage Fund - Series IV Growth3.841647.9485
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

FAQs

SBI Long Term Advantage Fund - Series IV Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Long Term Advantage Fund - Series IV Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Long Term Advantage Fund - Series IV Growth’s fund performance is as follows:
  • 1 Month : 7.64%
  • 6 Months : -4.13%
  • 1 Year : 3.84%
  • 3 Years : 13.95%
Returns of SBI Long Term Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 45.6368 as on Apr 24,2026. Since inception, the return has been 47.95%.

You can invest in SBI Long Term Advantage Fund - Series IV Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Long Term Advantage Fund - Series IV Growth is ₹181 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Long Term Advantage Fund - Series IV Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500