SBI Long Term Advantage Fund Series IV Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+15.22%
3Y annualised
-0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Dec 2025
₹50.59
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹213.23Cr

Returns calculator

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

Holdings (27)

NameSectorInstrumentAssets
FinancialEquity6.81%
FinancialEquity6.62%
AutomobileEquity5.72%
AutomobileEquity5.62%
TechnologyEquity4.93%
FinancialEquity4.88%
FinancialEquity4.74%
AutomobileEquity4.47%
ServicesEquity4.36%
EnergyEquity3.97%
FinancialEquity3.67%
TechnologyEquity3.56%
FinancialEquity3.40%
FinancialEquity3.27%
Metals & MiningEquity3.18%
FinancialEquity2.90%
InsuranceEquity2.87%
TextilesEquity2.64%
ServicesEquity2.57%
ConstructionEquity2.52%
ChemicalsEquity2.42%
Metals & MiningEquity2.36%
Capital GoodsEquity2.25%
FinancialEquity2.23%
ServicesEquity2.10%
ConstructionEquity1.90%
ConstructionEquity1.83%
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 returns0.9%15.2%21.5%20.4%
Category average-1.6%17.7%21.8%NA
Rank with in category5127NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.96%

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 & Unit no. 1002, 1003 and 1004 of 10th 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
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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