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SBI Long Term Advantage Fund Series IV Direct Growth
+7.84%
3Y annualised
+1.17% 1D
NAV: 18 Sep '26
₹48.44
Min. for SIP
Not Supported
Fund size (AUM)
₹195.75 Cr
Expense ratio
1.24%
Rating
--
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 7.80% |
| Bajaj Finance Ltd | Financial | Equity | 7.56% |
| Repo | Unspecified | Repo | 7.32% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 4.88% |
| Tata Motors Ltd | Industrials | Equity | 4.09% |
| Navin Fluorine International Ltd | Materials | Equity | 3.99% |
| Delhivery Ltd | Industrials | Equity | 3.96% |
| GKW Ltd | Industrials | Equity | 3.65% |
| HDFC Bank Ltd | Financial | Equity | 3.62% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 3.55% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.43% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 3.32% |
| State Bank of India | Financial | Equity | 3.25% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 3.16% |
| Kusumgar Ltd. | Consumer Discretionary | Equity | 2.97% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 2.86% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 2.82% |
| Muthoot Finance Ltd | Financial | Equity | 2.59% |
| Jindal Stainless Ltd | Materials | Equity | 2.51% |
| Manappuram Finance Ltd | Financial | Equity | 2.43% |
| G R Infraprojects Ltd | Industrials | Equity | 2.24% |
| Ashok Leyland Ltd | Industrials | Equity | 2.24% |
| JSW Cement Ltd. | Materials | Equity | 2.19% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 2.16% |
| Swiggy Ltd. | Technology | Equity | 2.16% |
| Tech Mahindra Ltd | Technology | Equity | 2.08% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.08% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.01% |
| Kansai Nerolac Paints Ltd | Materials | Equity | 1.97% |
| Container Corporation Of India Ltd | Industrials | Equity | 1.82% |
| Aavas Financiers Ltd | Financial | Equity | 0.66% |
| Net Payables | Unspecified | Net Payables | -1.37% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -3.4% | +7.8% | +9.7% | +18.1% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 11 | 12 | 12 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
NCNidhi ChawlaNov 2017 - PresentView details
NC
Nidhi Chawla
Nov 2017 - Present
View details
About SBI Long Term Advantage Fund Series IV Direct Growth
SBI Long Term Advantage Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Nidhi Chawla is the Current Fund Manager of SBI Long Term Advantage Fund Series IV Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,16,224 Cr and the Latest NAV as of 18 Sep 2026 is ₹48.44.
The SBI Long Term Advantage Fund Series IV Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500.
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Investment Objective
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹13,16,223.67 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,