33811
6051
SBI Long Term Advantage Fund - Series IV -Dir (G)
10.63
3.24
12.52
-0.22
1.35
1.62
-2.31
18.93
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sbi-mf.png
5
1.8
12.52
SBI Long Term Advantage Fund - Series IV -Dir (G)
1.76
12.03
1.19
3.5
5 Years
Invest in Mutual Funds at 0 Transaction cost
-
NAV
50.14
17 Jul 2026
-
0.56%
1 Day
-
10.63%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
NA
Min SIP -
₹ 500
Min Lumpsum -
0.94%
Expense Ratio -
195 Cr
Fund Size -
9 Years
Fund Age
Returns and Ranks ( as on 17 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 3.24%
- 10.63%
- 12.52%
- 18.93
- 5.32Alpha
- 4.53SD
- 0.93Beta
- 0.40Sharpe
- 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.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- 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
FAQs
SBI Long Term Advantage Fund - Series IV -Dir (G) has delivered 25.01% since inception
The NAV of SBI Long Term Advantage Fund - Series IV -Dir (G) is ₹50.8251 as of 17 Jul 2026
The expense ratio of SBI Long Term Advantage Fund - Series IV -Dir (G) is 0.94 % as of 17 Jul 2026
The AUM of SBI Long Term Advantage Fund - Series IV -Dir (G) 208.83 CR as of 17 Jul 2026
The minimum SIP amount of SBI Long Term Advantage Fund - Series IV -Dir (G) is
The top stock holdings of SBI Long Term Advantage Fund - Series IV -Dir (G) are
- ICICI Bank - 7.41%
- Bajaj Finance - 7.22%
- TREPS - 5.15%
- GKW - 4.75%
- Eicher Motors - 4.36%
The top sectors SBI Long Term Advantage Fund - Series IV -Dir (G) has invested in are
- Finance - 18.14%
- Banks - 16.8%
- Telecom-Services - 8.55%
- Consumer Durables - 8.3%
- Debt - 7.71%