SBI Long Term Advantage Fund - Series IV Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Long Term Advantage Fund - Series IV Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹198 Cr

Lock In Period

3 Years

Expense Ratio

1.41

Exit Load

Nil

Benchmark

BSE 500 Total Return

SBI Long Term Advantage Fund - Series IV Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.05-0.077.41
6M-1.592.3524.27
1Y2.655.3678.49
3Y10.3213.65130.26

Portfolio Analysis

  • Equity: 97.68%
  • Debt: 2.32%
  • Others
As on: 2026-07-31
View allocation % by

1. Bajaj Finance Ltd.8.08%
2. Cholamandalam Investment & Finance Co. Ltd.3.27%
3. Muthoot Finance Ltd.2.68%
4. Manappuram Finance Ltd.2.63%

1. ICICI Bank Ltd.7.62%
2. HDFC Bank Ltd.3.78%
3. Kotak Mahindra Bank Ltd.3.16%

1. Tech Mahindra Ltd.4.17%
2. Infosys Ltd.3.62%

1. Tata Motors Ltd.3.75%
2. Ashok Leyland Ltd.2.10%

1. Aavas Financiers Ltd.2.75%
2. Aptus Value Housing Finance India Ltd.2.25%

1. Eicher Motors Ltd.4.75%

1. GKW Ltd.4.27%

1. State Bank of India4.16%

1. Delhivery Ltd.4.14%

1. Sun Pharmaceutical Industries Ltd.3.52%

1. Navin Fluorine International Ltd.3.44%

1. Tenneco Clean Air India Ltd.3.18%

1. Kusumgar Ltd.2.95%

1. Lemon Tree Hotels Ltd.2.87%

1. Kalpataru Projects International Ltd.2.61%

1. Jindal Stainless Ltd.2.60%

1. JSW Cement Ltd.2.29%

1. G R Infra projects Ltd.2.24%

1. Swiggy Ltd.2.16%

1. Kansai Nerolac Paints Ltd.1.99%
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About Fund SBI Long Term Advantage Fund - Series IV Growth

SBI Long Term Advantage Fund - Series IV Growth managed by SBI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹198 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.41. 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
SBI Long Term Advantage Fund - Series IV Growth0197 CR1.41
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundSBI Long Term Advantage Fund - Series IV Growth2.648634.2666
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

SBI Long Term Advantage Fund - Series IV Growth 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 1.41. 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 : 0.05%
  • 6 Months : -1.59%
  • 1 Year : 2.65%
  • 3 Years : 10.32%
Returns of SBI Long Term Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 47.6892 as on Aug 21,2026. Since inception, the return has been 34.27%.

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 ₹198 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.