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Home Mf Research Sbi Long Term Advantage Fund Series Iv Regular Plan Growth
SBI Mutual Fund

Mutual Fund Research

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

SBI Mutual Fund Equity Equity Elss

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,031.58 +3.16%
Two Week 2026-10-19 ₹1,000.00 ₹1,002.72 +0.27%
One Month 2026-10-05 ₹1,000.00 ₹1,004.05 +0.40%
Three Months 2026-08-05 ₹3,000.00 ₹2,854.61 -4.85%
Six Months 2026-05-07 ₹6,000.00 ₹5,682.15 -5.30%
One Year 2025-11-03 ₹12,000.00 ₹11,307.75 -5.77%
Three Year 2023-11-06 ₹36,000.00 ₹35,207.56 -2.20%
Five Year 2021-11-04 ₹60,000.00 ₹69,285.54 +15.48%
Since Inception 2016-12-30 ₹120,000.00 ₹262,475.91 +118.73%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

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Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Finance 22.37%
Banks 18.10%
Automobiles 6.89%
Agricultural, Commercial & Construction Vehicles 6.33%
Other 5.95%
Transport Services 5.78%
Construction 5.10%
Chemicals & Petrochemicals 3.99%
Pharmaceuticals & Biotechnology 3.55%
Auto Components 3.16%
Textiles & Apparels 2.97%
Leisure Services 2.82%
Ferrous Metals 2.51%
Cement & Cement Products 2.19%
Retailing 2.16%
Healthcare Services 2.08%
IT - Software 2.08%
Consumer Durables 1.97%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Ltd. 7.80%
Bajaj Finance Ltd. 7.56%
Eicher Motors Ltd. 4.88%
Tata Motors Ltd. 4.09%
Navin Fluorine International Ltd. 3.99%
Delhivery Ltd. 3.96%
GKW Ltd. 3.65%
HDFC Bank Ltd. 3.62%
Sun Pharmaceutical Industries Ltd. 3.55%
Kotak Mahindra Bank Ltd. 3.43%
Cholamandalam Investment & Finance Co. Ltd. 3.32%
State Bank of India 3.25%
Tenneco Clean Air India Ltd. 3.16%
Kusumgar Ltd. 2.97%
Kalpataru Projects International Ltd. 2.86%
Lemon Tree Hotels Ltd. 2.82%
Muthoot Finance Ltd. 2.59%
Jindal Stainless Ltd. 2.51%
Manappuram Finance Ltd. 2.43%
Ashok Leyland Ltd. 2.24%
G R Infra projects Ltd. 2.24%
JSW Cement Ltd. 2.19%
Aptus Value Housing Finance India Ltd. 2.16%
Swiggy Ltd. 2.16%
Fortis Healthcare Ltd. 2.08%
Tech Mahindra Ltd. 2.08%
Mahindra & Mahindra Ltd. 2.01%
Kansai Nerolac Paints Ltd. 1.97%
Container Corporation of India Ltd. 1.82%
Aavas Financiers Ltd. 0.66%
TREPS 7.32%
Net Receivable / Payable -1.37%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
1095
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

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Low to Moderate
Moderate
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Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Quant ELSS Tax Saver Fund - Regular Plan - Growth 5.27% 13.62% 14.04%
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth 2.19% 18.52% 15.38%
JM ELSS - Tax Saver Fund - Regular Plan - Growth -0.40% 14.22% 9.06%
HSBC ELSS Tax Saver Fund - Regular Plan - Growth -1.91% 14.56% 13.45%
Tata ELSS - Tax Saver Fund - Regular Plan - Growth -1.99% 11.14% 13.24%
Bank Of India ELSS Tax Saver Fund - Regular Plan - Growth -2.11% 10.98% 17.49%
Aditya Birla Sun Life ELSS Tax Saver Fund - (ELSS U/S 80C Of IT Act) - Growth Lsp - Regular Plan - Growth -2.19% 10.28% 15.02%
Whiteoak Capital - ELSS Tax Saver Fund - Regular Plan - Growth -2.19% 13.97% 14.85%
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth -2.28% 11.86% 14.47%
Kotak ELSS Tax Saver Fund - Regular Plan - Growth -2.38% 10.28% 12.35%

Returns are historical and do not guarantee future performance.

View All Equity Elss Funds

Fund Family

Compare schemes from SBI Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
SBI Silver ETF - Regular Plan 17.81% 0.00% 32.29%
SBI Silver ETF Fund Of Fund - Regular Plan - Growth 17.10% 0.00% 29.87%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%
SBI Gold ETF - Regular Plan 13.11% 29.43% 23.35%
SBI US Specific Equity Active FOF - Regular Plan - Growth 12.74% 24.84% 16.24%
SBI Gold Fund - Regular Plan - Growth 12.50% 29.32% 9.52%
SBI Mnc Fund - Regular Plan - Growth 9.50% 6.24% 15.11%
SBI Childrens Fund - Savings Plan - Regular Plan - Growth 6.94% 10.44% 10.48%
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 6.79% 19.06% 29.07%

Returns are historical and do not guarantee future performance.

View All SBI Mutual Fund Funds

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.42%
Expense Ratio (Direct)
1.22%
Lock-in Period
1095
Fund Age
N/A
Benchmark
BSE 500 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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