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6051
SBI Long Term Advantage Fund - Series IV Growth
8.91
-0.03
11.06
-2.66
-2.43
1.45
-2.67
17.87
5
1.69
11.06
SBI Long Term Advantage Fund - Series IV (G)
1.73
11.55
1.19
3.5
5 Years

  • SBI Long Term Advantage Fund - Series IV Growth

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    46.87

    27 Jul 2026

  • 1.22%

     1 Day

  • 8.91%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • NA

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.36%

    Expense Ratio

  • NA

     Rating

  • 195 Cr

    Fund Size

  • 9 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 27 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -0.03%
  • 8.91%
  • 11.06%
  • 17.87

Scheme Allocation

By Holding By Sector By Asset
7.41%
7.22%
5.15%
4.75%
4.36%
71.11%
View All

Advance Ratio

  • 4.88Alpha
  • 4.53SD
  • 0.93Beta
  • 0.37Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The Investment Objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity-related instruments of companies along with income tax benefit.

Fund Managers

Nidhi Chawla

Risk-o-meter

Low Low to
moderate moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com

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