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SBI Long Term Advantage Fund Series IV Direct Growth
+13.88%
3Y annualised
-0.16% 1D
NAV: 29 Apr '26
₹48.94
Min. for SIP
Not Supported
Fund size (AUM)
₹180.82 Cr
Expense ratio
0.75%
Rating
--
Holdings (28)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 6.21% |
| HDFC Bank Ltd. | Financial | Equity | 5.66% |
| ICICI Bank Ltd. | Financial | Equity | 5.00% |
| Vedanta Ltd. | Metals & Mining | Equity | 4.53% |
| Infosys Ltd. | Technology | Equity | 4.39% |
| Eicher Motors Ltd. | Automobile | Equity | 4.37% |
| State Bank of India | Financial | Equity | 4.33% |
| GKW Ltd. | Services | Equity | 4.11% |
| Reliance Industries Ltd. | Energy | Equity | 4.01% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 4.00% |
| Tech Mahindra Ltd. | Technology | Equity | 3.83% |
| Tata Motors Ltd. | Automobile | Equity | 3.71% |
| Bank Of Baroda | Financial | Equity | 3.42% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.40% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 3.33% |
| Tata Steel Ltd. | Metals & Mining | Equity | 3.18% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.07% |
| Muthoot Finance Ltd. | Financial | Equity | 2.97% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.62% |
| Aavas Financiers Ltd. | Financial | Equity | 2.38% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 2.34% |
| GR Infraprojects Ltd. | Construction | Equity | 2.20% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.13% |
| JSW Cement Ltd. | Construction | Equity | 2.07% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.97% |
| Aptus Value Housing Finance India Ltd. | Financial | Equity | 1.83% |
| Afcons Infrastructure Ltd. | Construction | Equity | 1.50% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 0.47% |
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 | +5.3% | +13.9% | +16.9% | +19.0% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 9 | 12 | 9 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct Growth | +16.69% | +26.69% | 3,968.68 | |
SBI ELSS Tax Saver Fund Direct Growth | +3.07% | +21.67% | 28,441.43 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +4.71% | +20.63% | 402.93 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | -1.19% | +18.23% | 14,615.19 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | -3.20% | +13.83% | 5,260.64 | |
| Compare | ||||
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 ₹11,46,811 Cr and the Latest NAV as of 29 Apr 2026 is ₹48.94.
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₹11,46,810.93 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,