33809
6051
SBI Long Term Advantage Fund - Series IV (G)
10.55
6.05
11.41
-1.24
0.83
4.58
-0.89
18.21
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sbi-mf.png
5
1.72
11.41
SBI Long Term Advantage Fund - Series IV (G)
1.75
11.9
1.19
3.5
5 Years
Invest in Mutual Funds at 0 Transaction cost
-
NAV
47.74
14 Aug 2026
-
-0.49%
1 Day
-
10.55%
3Y CAGR returns
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
One click to compare funds with our smart tool—analyze returns & more!
Compare
-
NA
Min SIP -
₹ 500
Min Lumpsum -
1.41%
Expense Ratio -
198 Cr
Fund Size -
9 Years
Fund Age
Returns and Ranks ( as on 14 Aug 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 6.05%
- 10.55%
- 11.41%
- 18.21
- 4.47Alpha
- 4.51SD
- 0.92Beta
- 0.34Sharpe
- 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
Frequently Asked Questions
SBI Long Term Advantage Fund - Series IV (G) has delivered 18.20% since inception
The NAV of SBI Long Term Advantage Fund - Series IV (G) is ₹46.0036 as of 14 Aug 2026
The expense ratio of SBI Long Term Advantage Fund - Series IV (G) is 1.41 % as of 14 Aug 2026
The AUM of SBI Long Term Advantage Fund - Series IV (G) 194.41 CR as of 14 Aug 2026
The minimum SIP amount of SBI Long Term Advantage Fund - Series IV (G) is
The top stock holdings of SBI Long Term Advantage Fund - Series IV (G) are
- Bajaj Finance - 8.08%
- ICICI Bank - 7.62%
- Eicher Motors - 4.75%
- GKW - 4.27%
- Tech Mahindra - 4.17%
The top sectors SBI Long Term Advantage Fund - Series IV (G) has invested in are
- - 0%