SBI Long Term Advantage Fund Series IV Regular Plan Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹203.68 Cr
Expense Ratio
0.00%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹0.00
Launch Date
7 Apr 2017
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.94% | -- |
| 3 Months | +3.71% | -- |
| 6 Months | +11.23% | -- |
| 1 Year | -9.1% | -9.1% |
| 2 Years | -- | +13.59% |
| 3 Years | +47.44% | +13.82% |
| 5 Years | +204.66% | +24.96% |
| Since Launch | +364.14% | +20.03% |
Holdings as on 8 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Bajaj Finance | 15.98 | 8.08 |
| ICICI Bank | 15.08 | 7.62 |
| Eicher Motors | 9.41 | 4.75 |
| GKW | 8.45 | 4.27 |
| Tech Mahindra | 8.26 | 4.17 |
| State Bank of India | 8.22 | 4.16 |
| Delhivery | 8.20 | 4.14 |
| HDFC Bank | 7.49 | 3.78 |
| Tata Motors | 7.43 | 3.75 |
| Infosys | 7.17 | 3.62 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.62
Sharpe Ratio
13.41%
Std. Deviation
11.18%
Tracking Error
11.05%
Alpha
1.02
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI Long Term Advantage Fund Series IV Regular Plan Growth | -9.1% | +13.82% | +24.96% |
| JM ELSS - Tax Saver Fund - Growth | +8.96% | +15.21% | +13.62% |
| Quantum ELSS Tax Saver Fund - Regular Plan Growth Option | -5.7% | +8.77% | +8.94% |
| Navi ELSS Tax Saver Nifty 50 Index Fund Regular Growth | -3.86% | +6.37% | -- |
| Samco ELSS Tax Saver Fund Regular Growth | +1.53% | +3.53% | -- |
Results are calculated on CAGR basis
About Fund
"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 the Scheme will be realized."
The SBI Long Term Advantage Fund Series IV Regular Plan Growth has an AUM of 203.68 crores & has delivered CAGR of 24.96 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.00%. The minimum investment in SBI Long Term Advantage Fund Series IV Regular Plan Growth is Rs 500 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Bajaj Finance, ICICI Bank, Eicher Motors, GKW.
The major sectors where the fund is invested are Consumer Financial Services, Regional Banks, Auto & Truck Manufacturers, Software & Programming.
Some of the similar funds are SBI Long Term Advantage Fund Series IV Regular Plan Growth, JM ELSS - Tax Saver Fund - Growth, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option, Navi ELSS Tax Saver Nifty 50 Index Fund Regular Growth, Samco ELSS Tax Saver Fund Regular Growth. SBI Long Term Advantage Fund Series IV Regular Plan Growth has a sharpe ratio of 0.62 & a standard deviation of 13.41%.
FAQs
According to the morning star rating SBI Long Term Advantage Fund Series IV Regular Plan Growth has a Medium risk & Exceptional return.
SBI Long Term Advantage Fund Series IV Regular Plan Growth is managed by Nidhi Chawla.
The expense ratio of SBI Long Term Advantage Fund Series IV Regular Plan Growth is 0.00%.
The 5 year annualized return on SBI Long Term Advantage Fund Series IV Regular Plan Growth is 24.96% & it has generated -9.10% in the last 1 year.
The minimum investment in SBI Long Term Advantage Fund Series IV Regular Plan Growth is 500 Rs.
SBI Long Term Advantage Fund Series IV Regular Plan Growth has an AUM of 203.68 crores.
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