SBI Long Term Advantage Fund Series Iv Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.46%
NAV: ₹48.63 as on Mon Apr 27, 2026
Fund NAV

Fund Overview of SBI Long Term Advantage Fund Series Iv Direct-growth

  • ₹180.8 Cr
    AUM
  • ₹48.63
    NAV
  • 0.75%
    Expense Ratio
  • Equity
    Fund Category
As on Mon Apr 27, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 0.00
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Returns of SBI Long Term Advantage Fund Series Iv Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.46% NA 2.82%
6 Months -4.45% NA 12.04%
1 Year 5.99% 5.99% -0.22%
2 Years 7.71% 3.78% 19.10%
3 Years 48.90% 14.19% 18.55%
5 Years 121.74% 17.26% 21.70%
7 Years 280.12% 21.02% NA
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As on Mon Apr 27, 2026

Asset Allocation

equities

93.03%

other assets or cash equivalents

6.97%
Large Cap: 68.37%
Mid Cap: 6.59%
Small Cap: 25.05%
Other: 0.00%
Top Holdings
Repo
10.24%
Icici Bank Ltd
8.32%
Eicher Motors Ltd
7.11%
Tenneco Clean Air India Ltd.
7.04%
Bajaj Finance Ltd
6.85%
 
Top Sectors
Financial
352.11%
Materials
135.30%
Consumer Discretionary
123.36%
Industrials
96.25%
Technology
74.84%
Detailed Portfolio Analysis
As on Mon Apr 27, 2026
Invest Now

About Fund

About SBI Long Term Advantage Fund Series Iv Direct-growth

SBI Long Term Advantage Fund Series Iv Direct-growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 31 Mar 2017, the fund aims Capital appreciation over a period of 10 years. investment in equity and equity related instruments of companies along with income tax benefit u/s 80C of the Income Tax Act, 1961. It manages assets worth ₹180.8 crore as on Tue Mar 31, 2026. The expense ratio stands at 0.75%.
The portfolio allocation consists of 93.03% in equities, 6.97% in other assets or cash equivalents.Managed by Nidhi Chawla, it has delivered a return of 5.99% in the last year, a total return since inception of 19.03%.
To make well-planned investment decisions it makes sense to also compare which sip is best that align with long-term goals.

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  • Nidhi Chawla

    Fund Manager

  • Ms. Chawla holds BBS degree and has also done MBE and CFA.

    Manager Education

Key Metrics of SBI Long Term Advantage Fund Series Iv Direct-growth

  • Standard Deviation
    15.32%
  • Sharpe Ratio
    0.46%
  • Alpha
    0.57%
  • Beta
    0.91%

Fund Details

Fund Names SBI Long Term Advantage Fund Series Iv Direct-growth
Inception Date 31 Mar 2017
Lock In 1095
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth trend ₹29 15.38% 9.49% 16.89% 19.98% 23.46%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw trend ₹29 15.38% 9.49% 16.89% 19.98% 23.46%
Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth trend ₹19 14.97% 8.76% 16.45% 20.10% 23.37%
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw trend ₹19 14.97% 8.76% 16.45% 20.10% 23.37%
Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth trend ₹29 15.35% 9.42% 16.62% 19.70% 23.18%
Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw trend ₹29 15.35% 9.42% 16.62% 19.70% 23.18%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth trend ₹31 16.20% 9.63% 14.35% 19.10% 23.12%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw trend ₹31 16.20% 9.63% 14.35% 19.10% 23.12%
Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth trend ₹19 14.95% 8.71% 16.22% 19.85% 23.11%
Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw trend ₹19 14.95% 8.71% 16.22% 19.85% 23.11%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from SBI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
SBI Elss Tax Saver Fund Direct-growth increase ₹28,441 7.70% -0.98% -3.64% 4.61% 22.14%
SBI Elss Tax Saver Fund Regular-growth increase ₹28,441 7.64% -1.14% -3.95% 3.94% 21.32%
SBI Elss Tax Saver Fund Direct Plan-idcw increase ₹28,441 7.70% -0.98% -3.64% 4.61% 22.14%
SBI Elss Tax Saver Fund Regular-idcw increase ₹28,441 7.64% -1.14% -3.95% 3.94% 21.32%
SBI Long Term Advantage Fund Series V Direct-growth increase ₹320 9.01% -1.78% -5.33% 5.89% 21.72%
SBI Long Term Advantage Fund Series V Regular-growth increase ₹320 8.97% -1.87% -5.50% 5.51% 21.27%
SBI Long Term Advantage Fund Series V Direct-idcw increase ₹320 9.01% -1.78% -5.33% 5.89% 21.72%
SBI Long Term Advantage Fund Series V Regular-idcw increase ₹320 8.97% -1.87% -5.50% 5.51% 21.27%
SBI Long Term Advantage Fund Series Vi Regular-growth increase ₹223 9.49% -1.14% -5.37% 1.95% 16.47%
SBI Long Term Advantage Fund Series Vi Direct-growth increase ₹223 9.52% -1.06% -5.21% 2.31% 16.89%
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increase growth is based on 1-month returns of the funds

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You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Axis Elss Tax Saver Direct Plan-growth trend ₹29,076 ₹106.05 14.39% 9.75% 13.00%
Axis Elss Tax Saver Fund-growth trend ₹29,076 ₹93.38 13.54% 8.90% 12.02%
Axis Elss Tax Saver Fund-idcw trend ₹29,076 ₹22.86 13.54% 8.90% 12.02%
Axis Elss Tax Saver Direct Plan-idcw trend ₹29,076 ₹49.07 14.39% 9.75% 13.00%
SBI Elss Tax Saver Fund Direct-growth trend ₹28,441 ₹467.82 22.14% 19.34% 15.50%
SBI Elss Tax Saver Fund Regular-growth trend ₹28,441 ₹430.76 21.32% 18.56% 14.76%
SBI Elss Tax Saver Fund Direct Plan-idcw trend ₹28,441 ₹115.87 22.14% 19.34% 15.50%
SBI Elss Tax Saver Fund Regular-idcw trend ₹28,441 ₹87.33 21.32% 18.56% 14.76%
Mirae Asset Elss Tax Saver Fund Regular-growth trend ₹22,940 ₹48.41 15.84% 13.63% 16.89%
Mirae Asset Elss Tax Saver Fund Direct-growth trend ₹22,940 ₹55.18 16.98% 14.85% 18.37%
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Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified10.24%₹21.30 Cr
Icici Bank LtdFinancial8.32%₹16.77 Cr
Eicher Motors LtdConsumer Discretionary7.11%₹14.71 Cr
Tenneco Clean Air India Ltd.7.04%₹14.64 Cr
Bajaj Finance LtdFinancial6.85%₹14.60 Cr
Bajaj Finance LtdFinancial6.85%₹14.60 Cr
Bajaj Finance LtdFinancial6.81%₹14.53 Cr
Hdfc Bank LtdFinancial6.62%₹14.11 Cr
Bajaj Finance LtdFinancial6.75%₹13.98 Cr
Bajaj Finance LtdFinancial6.70%₹13.94 Cr
Hdfc Bank LtdFinancial6.53%₹13.88 Cr
Hdfc Bank LtdFinancial6.49%₹13.82 Cr
Hdfc Bank LtdFinancial6.49%₹13.82 Cr
Bajaj Finance LtdFinancial6.50%₹13.82 Cr
Hdfc Bank LtdFinancial6.61%₹13.32 Cr
Hdfc Bank LtdFinancial6.43%₹13.31 Cr
Tenneco Clean Air India Ltd.6.33%₹13.15 Cr
RepoUnspecified7.23%₹13.07 Cr
Bajaj Finance LtdFinancial6.26%₹13.02 Cr
Hdfc Bank LtdFinancial6.26%₹13.01 Cr
Maruti Suzuki India LtdConsumer Discretionary6.08%₹12.95 Cr
Maruti Suzuki India LtdConsumer Discretionary6.08%₹12.95 Cr
Maruti Suzuki India LtdConsumer Discretionary6.19%₹12.82 Cr
Eicher Motors LtdConsumer Discretionary6.36%₹12.82 Cr
Tenneco Clean Air India Ltd.6.02%₹12.79 Cr
Hindalco Industries LtdMaterials5.97%₹12.72 Cr
Hindalco Industries LtdMaterials5.97%₹12.72 Cr
Hdfc Bank LtdFinancial5.97%₹12.43 Cr
Bajaj Finance LtdFinancial6.10%₹12.29 Cr
Tenneco Clean Air India Ltd.5.72%₹12.19 Cr
Icici Bank LtdFinancial5.86%₹12.13 Cr
Eicher Motors LtdConsumer Discretionary5.62%₹11.99 Cr
Eicher Motors LtdConsumer Discretionary5.59%₹11.91 Cr
Eicher Motors LtdConsumer Discretionary5.59%₹11.91 Cr
Maruti Suzuki India LtdConsumer Discretionary5.87%₹11.83 Cr
Hindalco Industries LtdMaterials5.52%₹11.43 Cr
Bajaj Finance LtdFinancial6.21%₹11.22 Cr
RepoUnspecified5.30%₹11.02 Cr
Hindalco Industries LtdMaterials5.24%₹10.56 Cr
Infosys LtdTechnology4.93%₹10.51 Cr
Icici Bank LtdFinancial4.88%₹10.42 Cr
Infosys LtdTechnology5.00%₹10.41 Cr
Icici Bank LtdFinancial4.97%₹10.34 Cr
RepoUnspecified4.83%₹10.30 Cr
RepoUnspecified4.83%₹10.30 Cr
Muthoot Finance LtdFinancial4.84%₹10.29 Cr
Infosys LtdTechnology4.82%₹10.24 Cr
Hdfc Bank LtdFinancial5.66%₹10.24 Cr
Infosys LtdTechnology4.80%₹10.23 Cr
Infosys LtdTechnology4.80%₹10.23 Cr
Icici Bank LtdFinancial4.89%₹10.16 Cr
Infosys LtdTechnology5.03%₹10.14 Cr
Muthoot Finance LtdFinancial4.74%₹10.11 Cr
Icici Bank LtdFinancial4.73%₹10.09 Cr
Icici Bank LtdFinancial4.73%₹10.09 Cr
Icici Bank LtdFinancial4.74%₹10.07 Cr
Maruti Suzuki India LtdConsumer Discretionary4.72%₹10.02 Cr
Infosys LtdTechnology4.80%₹9.95 Cr
State Bank Of IndiaFinancial4.62%₹9.61 Cr
Eicher Motors LtdConsumer Discretionary4.62%₹9.61 Cr
Maruti Suzuki India LtdConsumer Discretionary4.47%₹9.54 Cr
Gkw LtdIndustrials4.39%₹9.36 Cr
Gkw LtdIndustrials4.39%₹9.36 Cr
Gkw LtdIndustrials4.36%₹9.29 Cr
Icici Bank LtdFinancial5.00%₹9.04 Cr
Gkw LtdIndustrials4.25%₹9.02 Cr
Vedanta LtdMaterials4.32%₹8.98 Cr
Gkw LtdIndustrials4.31%₹8.96 Cr
Gkw LtdIndustrials4.44%₹8.94 Cr
Eicher Motors LtdConsumer Discretionary4.13%₹8.78 Cr
Maruti Suzuki India LtdConsumer Discretionary4.21%₹8.76 Cr
Gkw LtdIndustrials4.21%₹8.75 Cr
Tech Mahindra LtdTechnology4.19%₹8.72 Cr
Gkw LtdIndustrials4.17%₹8.63 Cr
State Bank Of IndiaFinancial4.14%₹8.62 Cr
Tata Motors Ltd4.13%₹8.59 Cr
Muthoot Finance LtdFinancial4.03%₹8.58 Cr
Muthoot Finance LtdFinancial4.03%₹8.58 Cr
Eicher Motors LtdConsumer Discretionary4.11%₹8.55 Cr
Vedanta LtdMaterials4.10%₹8.52 Cr
Reliance Industries LtdEnergy & Utilities3.99%₹8.48 Cr
Reliance Industries LtdEnergy & Utilities3.97%₹8.46 Cr
Muthoot Finance LtdFinancial4.01%₹8.31 Cr
Infosys LtdTechnology3.96%₹8.24 Cr
Vedanta LtdMaterials4.53%₹8.19 Cr
Jindal Steel & Power LtdMaterials3.89%₹8.09 Cr
Bank Of BarodaFinancial3.87%₹8.05 Cr
Reliance Industries LtdEnergy & Utilities3.77%₹8.03 Cr
Reliance Industries LtdEnergy & Utilities3.77%₹8.03 Cr
Tech Mahindra LtdTechnology3.74%₹7.95 Cr
Infosys LtdTechnology4.39%₹7.93 Cr
Eicher Motors LtdConsumer Discretionary4.37%₹7.90 Cr
State Bank Of IndiaFinancial3.70%₹7.86 Cr
State Bank Of IndiaFinancial4.33%₹7.84 Cr
State Bank Of IndiaFinancial3.67%₹7.83 Cr
Bharat Electronics LtdIndustrials3.85%₹7.76 Cr
Tech Mahindra LtdTechnology3.56%₹7.59 Cr
Vedanta LtdMaterials3.56%₹7.56 Cr
Reliance Industries LtdEnergy & Utilities3.62%₹7.54 Cr
RepoUnspecified3.74%₹7.53 Cr
Reliance Industries LtdEnergy & Utilities3.62%₹7.53 Cr
State Bank Of IndiaFinancial3.52%₹7.50 Cr
State Bank Of IndiaFinancial3.52%₹7.50 Cr
Bank Of BarodaFinancial3.60%₹7.49 Cr
Gkw LtdIndustrials4.11%₹7.43 Cr
Tech Mahindra LtdTechnology3.67%₹7.41 Cr
Bank Of BarodaFinancial3.48%₹7.40 Cr
Reliance Industries LtdEnergy & Utilities3.56%₹7.37 Cr
Jindal Steel & Power LtdMaterials3.54%₹7.36 Cr
Reliance Industries LtdEnergy & Utilities3.64%₹7.33 Cr
Reliance Industries LtdEnergy & Utilities4.01%₹7.26 Cr
Bank Of BarodaFinancial3.40%₹7.25 Cr
Jindal Steel & Power LtdMaterials4.00%₹7.24 Cr
Muthoot Finance LtdFinancial3.53%₹7.12 Cr
Tech Mahindra LtdTechnology3.34%₹7.12 Cr
Tech Mahindra LtdTechnology3.34%₹7.12 Cr
Tech Mahindra LtdTechnology3.38%₹7.00 Cr
State Bank Of IndiaFinancial3.37%₹6.98 Cr
Indian BankFinancial3.27%₹6.96 Cr
Bank Of BarodaFinancial3.27%₹6.96 Cr
Bank Of BarodaFinancial3.27%₹6.96 Cr
Jindal Steel & Power LtdMaterials3.25%₹6.93 Cr
Jindal Steel & Power LtdMaterials3.25%₹6.93 Cr
Tech Mahindra LtdTechnology3.83%₹6.92 Cr
Jindal Steel & Power LtdMaterials3.34%₹6.91 Cr
Indian BankFinancial3.22%₹6.87 Cr
Indian BankFinancial3.22%₹6.87 Cr
Jindal Steel & Power LtdMaterials3.22%₹6.85 Cr
Tech Mahindra LtdTechnology3.26%₹6.79 Cr
Jindal Steel & Power LtdMaterials3.18%₹6.79 Cr
Tata Motors Ltd3.71%₹6.71 Cr
Aavas Financiers LtdFinancial3.10%₹6.60 Cr
Aavas Financiers LtdFinancial3.10%₹6.60 Cr
Hdfc Asset Management Company LtdFinancial3.25%₹6.56 Cr
Net ReceivablesUnspecified3.17%₹6.55 Cr
Aavas Financiers LtdFinancial3.16%₹6.54 Cr
Muthoot Finance LtdFinancial3.13%₹6.51 Cr
Bank Of BarodaFinancial3.12%₹6.46 Cr
State Bank Of IndiaFinancial3.18%₹6.42 Cr
Tata Steel LtdMaterials3.06%₹6.37 Cr
Bank Of BarodaFinancial3.42%₹6.19 Cr
Aavas Financiers LtdFinancial2.90%₹6.19 Cr
Hdfc Life Insurance Co LtdFinancial3.06%₹6.18 Cr
Sun Pharmaceutical Industries LtdHealthcare3.40%₹6.15 Cr
Jindal Steel & Power LtdMaterials3.05%₹6.15 Cr
Hdfc Life Insurance Co LtdFinancial2.87%₹6.11 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary3.02%₹6.10 Cr
Hdfc Life Insurance Co LtdFinancial2.92%₹6.05 Cr
Tenneco Clean Air India Ltd.3.33%₹6.02 Cr
Indian BankFinancial2.90%₹6.01 Cr
Hdfc Life Insurance Co LtdFinancial2.82%₹6.00 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary2.75%₹5.86 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary2.75%₹5.86 Cr
Aavas Financiers LtdFinancial2.76%₹5.86 Cr
Hdfc Life Insurance Co LtdFinancial2.75%₹5.85 Cr
Hdfc Life Insurance Co LtdFinancial2.75%₹5.85 Cr
Hdfc Life Insurance Co LtdFinancial2.81%₹5.85 Cr
Aavas Financiers LtdFinancial2.81%₹5.85 Cr
G R Infraprojects LtdIndustrials2.74%₹5.83 Cr
G R Infraprojects LtdIndustrials2.74%₹5.83 Cr
Tata Steel LtdMaterials2.79%₹5.79 Cr
Tata Steel LtdMaterials3.18%₹5.76 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary2.78%₹5.75 Cr
Muthoot Finance LtdFinancial2.74%₹5.70 Cr
Navin Fluorine International LtdMaterials2.71%₹5.63 Cr
Garware Technical Fibres LtdConsumer Discretionary2.64%₹5.62 Cr
Garware Technical Fibres LtdConsumer Discretionary2.63%₹5.58 Cr
Navin Fluorine International LtdMaterials3.07%₹5.55 Cr
Navin Fluorine International LtdMaterials2.64%₹5.49 Cr
Tata Steel LtdMaterials2.57%₹5.49 Cr
Tata Steel LtdMaterials2.57%₹5.49 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary2.57%₹5.48 Cr
Aptus Value Housing Finance India LtdFinancial2.63%₹5.44 Cr
Tata Steel LtdMaterials2.54%₹5.40 Cr
Aptus Value Housing Finance India LtdFinancial2.68%₹5.40 Cr
Aptus Value Housing Finance India LtdFinancial2.53%₹5.40 Cr
Aptus Value Housing Finance India LtdFinancial2.53%₹5.40 Cr
G R Infraprojects LtdIndustrials2.52%₹5.37 Cr
Muthoot Finance LtdFinancial2.97%₹5.37 Cr
Navin Fluorine International LtdMaterials2.51%₹5.33 Cr
Ashok Leyland LtdIndustrials2.54%₹5.28 Cr
Indian BankFinancial2.59%₹5.22 Cr
Navin Fluorine International LtdMaterials2.42%₹5.16 Cr
Aavas Financiers LtdFinancial2.47%₹5.14 Cr
Navin Fluorine International LtdMaterials2.40%₹5.12 Cr
Navin Fluorine International LtdMaterials2.40%₹5.12 Cr
RepoUnspecified2.46%₹5.09 Cr
Tata Steel LtdMaterials2.45%₹5.06 Cr
Jsw Cement Ltd.Materials2.50%₹5.05 Cr
Tata Steel LtdMaterials2.36%₹5.04 Cr
Kalpataru Power Transmission LtdIndustrials2.36%₹5.03 Cr
Kalpataru Power Transmission LtdIndustrials2.36%₹5.03 Cr
Kalpataru Power Transmission LtdIndustrials2.42%₹5.02 Cr
Kalpataru Power Transmission LtdIndustrials2.48%₹5.00 Cr
G R Infraprojects LtdIndustrials2.35%₹4.99 Cr
Kalpataru Power Transmission LtdIndustrials2.38%₹4.96 Cr
G R Infraprojects LtdIndustrials2.32%₹4.82 Cr
Kalpataru Power Transmission LtdIndustrials2.26%₹4.81 Cr
Kalpataru Power Transmission LtdIndustrials2.25%₹4.80 Cr
Eih LtdConsumer Discretionary2.38%₹4.79 Cr
G R Infraprojects LtdIndustrials2.28%₹4.75 Cr
Aptus Value Housing Finance India LtdFinancial2.23%₹4.74 Cr
Aptus Value Housing Finance India LtdFinancial2.23%₹4.74 Cr
Cholamandalam Investment & Finance Company LtdFinancial2.62%₹4.74 Cr
Jsw Cement Ltd.Materials2.26%₹4.69 Cr
Aptus Value Housing Finance India LtdFinancial2.25%₹4.68 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary2.20%₹4.68 Cr
Eih LtdConsumer Discretionary2.19%₹4.68 Cr
Eih LtdConsumer Discretionary2.19%₹4.68 Cr
RepoUnspecified2.19%₹4.67 Cr
Jsw Cement Ltd.Materials2.18%₹4.64 Cr
Jsw Cement Ltd.Materials2.18%₹4.64 Cr
Tata Steel LtdMaterials2.30%₹4.63 Cr
Kalpataru Power Transmission LtdIndustrials2.20%₹4.58 Cr
Eih LtdConsumer Discretionary2.10%₹4.49 Cr
Eih LtdConsumer Discretionary2.08%₹4.42 Cr
Eih LtdConsumer Discretionary2.09%₹4.32 Cr
Aavas Financiers LtdFinancial2.38%₹4.31 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary2.05%₹4.26 Cr
Jsw Cement Ltd.Materials2.04%₹4.25 Cr
Kalpataru Power Transmission LtdIndustrials2.34%₹4.23 Cr
Navin Fluorine International LtdMaterials2.09%₹4.22 Cr
Navin Fluorine International LtdMaterials2.01%₹4.16 Cr
Aptus Value Housing Finance India LtdFinancial1.99%₹4.15 Cr
Sbi Life Insurance Company LtdFinancial1.96%₹4.07 Cr
Sbi Life Insurance Company LtdFinancial1.92%₹4.07 Cr
Jsw Cement Ltd.Materials1.90%₹4.04 Cr
Afcons Infrastructure Limited EqIndustrials1.90%₹4.04 Cr
Sbi Life Insurance Company LtdFinancial1.92%₹4.00 Cr
G R Infraprojects LtdIndustrials2.20%₹3.98 Cr
Jsw Cement Ltd.Materials1.83%₹3.90 Cr
Jsw Cement Ltd.Materials1.87%₹3.88 Cr
Afcons Infrastructure Limited EqIndustrials1.82%₹3.87 Cr
Ashok Leyland LtdIndustrials2.13%₹3.85 Cr
Eih LtdConsumer Discretionary1.82%₹3.77 Cr
Jsw Cement Ltd.Materials2.07%₹3.75 Cr
RepoUnspecified1.75%₹3.72 Cr
Sbi Life Insurance Company LtdFinancial1.97%₹3.55 Cr
Afcons Infrastructure Limited EqIndustrials1.59%₹3.32 Cr
Aptus Value Housing Finance India LtdFinancial1.83%₹3.31 Cr
Afcons Infrastructure Limited EqIndustrials1.40%₹2.92 Cr
Afcons Infrastructure Limited EqIndustrials1.50%₹2.72 Cr
G R Infraprojects LtdIndustrials1.14%₹2.36 Cr
G R Infraprojects LtdIndustrials1.01%₹2.04 Cr
Kansai Nerolac Paints LtdMaterials0.47%₹0.85 Cr
Afcons Infrastructure Limited EqIndustrials0.27%₹0.59 Cr
Afcons Infrastructure Limited EqIndustrials0.27%₹0.59 Cr
Net ReceivablesUnspecified0.03%₹0.08 Cr
Net ReceivablesUnspecified0.03%₹0.08 Cr
Net ReceivablesUnspecified0.02%₹0.06 Cr
Net ReceivablesUnspecified0.01%₹0.01 Cr
Net PayablesUnspecified-0.01%₹-0.08 Cr
Net PayablesUnspecified-0.06%₹-0.13 Cr
Net PayablesUnspecified-0.26%₹-0.50 Cr
Net PayablesUnspecified-0.99%₹-2.04 Cr
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Frequently Asked Questions

SBI Long Term Advantage Fund Series Iv Direct-growth

What is the current AUM of SBI Long Term Advantage Fund Series Iv Direct-growth?

As of Tue Mar 31, 2026, SBI Long Term Advantage Fund Series Iv Direct-growth manages assets worth ₹180.8 crore

What is the long-term performance of SBI Long Term Advantage Fund Series Iv Direct-growth?

  • 3 Years CAGR: 14.19%
  • 5 Years CAGR: 17.26%
  • Since Inception: 19.03%

What is the portfolio composition of SBI Long Term Advantage Fund Series Iv Direct-growth?

Equity: 93.03%, Others: 6.97%.

Who manages SBI Long Term Advantage Fund Series Iv Direct-growth?

SBI Long Term Advantage Fund Series Iv Direct-growth is managed by Nidhi Chawla from SBI Mutual Fund.

What is the market-cap allocation of SBI Long Term Advantage Fund Series Iv Direct-growth?

Large Cap: 68.37%, Mid Cap: 6.59%, Small Cap: 25.05%.

Which are the top companies SBI Long Term Advantage Fund Series Iv Direct-growth has invested in?

  • Repo – 10.24% of the fund's portfolio
  • ICICI Bank Ltd – 8.32% of the fund's portfolio
  • Eicher Motors Ltd – 7.11% of the fund's portfolio
  • Tenneco Clean Air India Ltd. – 7.04% of the fund's portfolio
  • Bajaj Finance Ltd – 6.85% of the fund's portfolio

Which are the major sectors SBI Long Term Advantage Fund Series Iv Direct-growth focuses on?

  • Financial – 352.11% of the fund's portfolio
  • Materials – 135.30% of the fund's portfolio
  • Consumer Discretionary – 123.36% of the fund's portfolio
  • Industrials – 96.25% of the fund's portfolio
  • Technology – 74.84% of the fund's portfolio
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Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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