33809
6051
SBI Long Term Advantage Fund - Series IV Growth
12.77
1.14
16.15
-3.44
-1.00
-5.24
-4.99
18.16
5
2.11
16.15
SBI Long Term Advantage Fund - Series IV (G)
2.11
16.15
1.19
3.5
5 Years
  • SBI Long Term Advantage Fund - Series IV Growth

  • NAV

    45.88

    15 May 2026

  • -0.28%

     1 Day

  • 12.77%

    3Y CAGR returns

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  • NA

    Min SIP
  • ₹ 500

    Min Lumpsum
  • 2.48%

    Expense Ratio
  • NA

    Rating
  • 194 Cr

    Fund Size
  • 9 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 15 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.14%
  • 12.77%
  • 16.15%
  • 18.16
6.44%
4.48%
4.40%
71.11%
View All
  • 5.24Alpha
  • 4.42SD
  • 0.92Beta
  • 0.37Sharpe
  • 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.
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  • Fund Name
  • Fund Size (Cr.) - ₹ 353
  • Fund Size (Cr.) - ₹ 23
  • Fund Size (Cr.) - ₹ 34
  • Fund Size (Cr.) - ₹ 63
6051
  • Fund Name
  • 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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FAQs

SBI Long Term Advantage Fund - Series IV Growth has delivered 18.20% since inception

The NAV of SBI Long Term Advantage Fund - Series IV Growth is ₹46.0036 as of 15 May 2026

The expense ratio of SBI Long Term Advantage Fund - Series IV Growth is 2.48 % as of 15 May 2026

The AUM of SBI Long Term Advantage Fund - Series IV Growth 194.41 CR as of 15 May 2026

The minimum SIP amount of SBI Long Term Advantage Fund - Series IV Growth is

The top stock holdings of SBI Long Term Advantage Fund - Series IV Growth are

  1. ICICI Bank - 6.82%
  2. Bajaj Finance - 6.75%
  3. TREPS - 6.44%
  4. GKW - 4.48%
  5. SBI - 4.40%

The top sectors SBI Long Term Advantage Fund - Series IV Growth has invested in are

  1. - 0%

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