SBI Long Term Advantage Fund Series IV Growth

Equity
ELSS
Very High Risk
3Y Lock In
+14.58%
3Y annualised
-1.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2025
₹46.57
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹201.58Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity8.32%
FinancialEquity6.61%
AutomobileEquity6.36%
FinancialEquity6.10%
AutomobileEquity5.87%
Metals & MiningEquity5.24%
TechnologyEquity5.03%
ServicesEquity4.44%
Capital GoodsEquity3.85%
TechnologyEquity3.67%
EnergyEquity3.64%
FinancialEquity3.53%
FinancialEquity3.25%
FinancialEquity3.18%
InsuranceEquity3.06%
Metals & MiningEquity3.05%
ServicesEquity3.02%
FinancialEquity2.68%
FinancialEquity2.59%
ConstructionEquity2.50%
Capital GoodsEquity2.48%
ServicesEquity2.38%
Metals & MiningEquity2.30%
ChemicalsEquity2.09%
ConstructionEquity1.01%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-9.2%14.6%25.8%19.9%
Category average-5.3%18.0%26.0%NA
Rank with in category13137NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-6.8%24.5%29,937.40
5
-1.3%22.7%16,525.28
4
-7.1%19.1%6,537.22
5
-0.9%18.3%5,524.49
4
-6.9%18.3%14,934.46

Expense ratio, exit load and tax

Expense ratio: 1.38%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Rama Iyer Srinivasan
Dec 2016 - Present
View details

Education
Mr. Srinivasan is M.Com and MFM.
Experience
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

SBI Long Term Advantage Fund Series IV Growth
VS
Add mutual fund to compare