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SBI Long Term Advantage Fund - Series IV Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹195 Cr

Lock In Period

3 Years

Expense Ratio

1.36

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(%)
1M1.700.647.41
6M-0.232.8424.27
1Y7.205.7778.49
3Y10.9414.68130.26

Portfolio Analysis

  • Equity: 95.73%
  • Debt: 4.27%
  • Others
As on: 2026-06-30
View allocation % by

1. Bajaj Finance Ltd.7.22%
2. Cholamandalam Investment & Finance Co. Ltd.3.22%
3. Muthoot Finance Ltd.2.62%
4. Manappuram Finance Ltd.2.33%

1. ICICI Bank Ltd.7.41%
2. Kotak Mahindra Bank Ltd.3.22%

1. State Bank of India4.22%
2. Bank of Baroda3.50%

1. Tech Mahindra Ltd.3.61%
2. Infosys Ltd.3.26%

1. Tata Motors Ltd.3.69%
2. Ashok Leyland Ltd.2.02%

1. Aavas Financiers Ltd.3.12%
2. Aptus Value Housing Finance India Ltd.2.43%

1. GKW Ltd.4.75%

1. Eicher Motors Ltd.4.36%

1. Delhivery Ltd.4.12%

1. Tenneco Clean Air India Ltd.3.56%

1. Navin Fluorine International Ltd.3.55%

1. Jindal Steel Ltd.3.54%

1. Sun Pharmaceutical Industries Ltd.3.35%

1. Kalpataru Projects International Ltd.2.81%

1. Jindal Stainless Ltd.2.49%

1. JSW Cement Ltd.2.36%

1. G R Infra projects Ltd.2.35%

1. Kansai Nerolac Paints Ltd.2.10%

1. Swiggy Ltd.1.84%

1. Afcons Infrastructure Ltd.1.60%

1. Lemon Tree Hotels Ltd.1.08%

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 ₹195 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.36. 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
360 ONE ELSS Tax Saver Nifty 50 Index Fund Growth068 CR0.64
NJ ELSS Tax Saver Scheme Growth0332 CR2.71
SBI Long Term Advantage Fund - Series IV Growth0194 CR1.36
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This Fund360 ONE ELSS Tax Saver Nifty 50 Index Fund Growth1.616130.3152
This FundNJ ELSS Tax Saver Scheme Growth-1.239736.4415
This FundSBI Long Term Advantage Fund - Series IV Growth7.203636.5385
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 1.36. 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 : 1.70%
  • 6 Months : -0.23%
  • 1 Year : 7.20%
  • 3 Years : 10.94%
Returns of SBI Long Term Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 48.3383 as on Aug 03,2026. Since inception, the return has been 36.54%.

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 ₹195 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.