1. Home
  2. Mutual Funds
33811
6051
SBI Long Term Advantage Fund - Series IV -Dir (G)
10.42
3.04
12.60
1.24
1.68
0.97
0.50
18.93
5
1.81
12.6
SBI Long Term Advantage Fund - Series IV -Dir (G)
1.77
12.11
1.19
3.5
5 Years

  • SBI Long Term Advantage Fund - Series IV -Dir (G)

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

Start Investing
  • NAV

    50.25

    21 Jul 2026

  • 0.13%

     1 Day

  • 10.42%

    3Y CAGR returns

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • NA

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.94%

    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 21 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 3.04%
  • 10.42%
  • 12.60%
  • 18.93

Scheme Allocation

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

Advance Ratio

  • 5.32Alpha
  • 4.53SD
  • 0.93Beta
  • 0.40Sharpe

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

Other Calculators

Frequently Asked Questions

+91
By proceeding, you agree to all T&C*
Didn't receive the code? Resend

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form