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6051
SBI Long Term Advantage Fund - Series IV -Dir (G)
7.62
-4.15
9.36
-3.15
-5.34
-3.07
2.14
17.93
5
1.56
9.36
SBI Long Term Advantage Fund - Series IV -Dir (G)
1.56
9.36
1.19
3.5
5 Years

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

Begin with SIP Invest One-Time
  • NAV

    47.65

    15 Sep 2026

  • -1.94%

     1 Day

  • 7.62%

    3Y CAGR returns

  • NA

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.22%

    Expense Ratio

  • NA

     Rating

  • 196 Cr

    Fund Size

  • 9 Years

    Fund Age

SIP Calculator

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

Returns and Ranks ( as on 15 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -4.15%
  • 7.62%
  • 9.36%
  • 17.93
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
7.80%
7.56%
7.32%
4.88%
4.09%
68.35%
View All

Advance Ratio

  • 4.45Alpha
  • 4.51SD
  • 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

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moderate Moderate Moderately
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High

Peer Comparison

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6051
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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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