SBI Long Term Advantage Fund Series IV Growth

Equity
ELSS
Very High Risk
3Y Lock In
13.71%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Sep 2025
₹46.48
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹203.68Cr

Return calculator

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

Holdings (22)

NameSectorInstrumentAssets
FinancialEquity8.73%
Consumer StaplesEquity7.48%
FinancialEquity6.94%
AutomobileEquity6.19%
FinancialEquity6.06%
AutomobileEquity5.64%
TechnologyEquity5.11%
ServicesEquity5.08%
Metals & MiningEquity5.03%
Capital GoodsEquity3.95%
HealthcareEquity3.79%
EnergyEquity3.69%
FinancialEquity3.46%
FinancialEquity3.33%
FinancialEquity3.13%
CommunicationEquity3.03%
Metals & MiningEquity2.61%
Capital GoodsEquity2.25%
ChemicalsEquity2.23%
ServicesEquity2.21%
Metals & MiningEquity1.55%
TechnologyEquity1.44%
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-8.9%13.7%25.3%20.0%
Category average-3.8%17.1%25.8%NA
Rank with in category14137NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-3.3%23.3%30,271.16
5
2.5%21.3%16,579.03
5
3.1%18.2%5,538.01
4
-3.4%18.0%6,705.56
4
-4.0%16.7%15,338.90

Expense ratio, exit load and tax

Expense ratio: 1.39%

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,

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