SBI Long Term Advantage Fund - Series IV - Growth - Direct Plan

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  • 1.68 %Nav, as on 21-04-2025

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  • Net Change on 21-04-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equityrelated instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of theScheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth 3.68 -3.97 2.60 12.27 30.10 20.64
BSE 500 6.71 0.08 5.70 12.23 23.05 14.41

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-March-2025

  • TREPS

  • ICICI Bank Ltd.

  • Infosys Ltd.

  • ITC Ltd.

  • HDFC Bank Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • Bajaj Finance Ltd.

  • Maruti Suzuki India Ltd.

  • Eicher Motors Ltd.

  • HDFC Asset Management Co. Ltd.

  • Hindalco Industries Ltd.

  • Marico Ltd.

  • GKW Ltd.

  • Lupin Ltd.

  • Wipro Ltd.

  • Muthoot Finance Ltd.

  • Bharat Electronics Ltd.

  • Shriram Finance Ltd.

  • Indus Towers Ltd.

  • Petronet LNG Ltd.

  • HCL Technologies Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Cigarettes/Tobacco

  • Insurance

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Finance - Asset Management

  • Metal - Non Ferrous

  • Consumer Food

  • Logistics

  • Pharmaceuticals & Drugs

  • Defence

  • Telecommunication - Service Provider

  • Industrial Gases & Fuels

  • Miscellaneous

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Fund Manager

  • Education:BBS, MBE, Pursuing CFA (USA) Level III candidate
  • Experience:4 years
  • Basic Details:Ms. Nidhi has over 4 years experience in Mutual Fund Industry. She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
  • Funds Managed:
  • SBI Equity Savings Fund

  • Cash

  • Equity

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About SBI Long Term Advantage Fund - Series IV

Scheme Analysis

SBI Long Term Advantage Fund - Series IV is a Equity - ELSS fund and belongs to SBI Mutual Fund. It was launched on 31-Mar-2017 and currently has an AUM of ₹198.72 crore. SBI Long Term Advantage Fund - Series IV is benchmarked against BSE 500 as primary index.

The NAV of SBI Long Term Advantage Fund - Series IV ended up ₹0.76(1.68%)yesterday to ₹46.0803.

Among its top 3 holdings the fund has exposure to TREPS, and

The SBI Long Term Advantage Fund - Series IV is managed by R. Srinivasan and Nidhi Chawla.

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com