SBI Mutual Fund

SBI Long Term Advantage Fund Series IV Direct (G)

EquityTax Saving

₹ 44.14

NAV (Apr 04)

32.295%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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DSP ELSS Tax Saver Fund Direct (G)
30.8%5Y CAGR
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SBI Long Term Equity Fund Direct (G)
32.3%5Y CAGR

Scheme Information

Investment Objective

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Expense Ratio
0.95 %
Launched 8Y ago
2017-03-31
AUM in Crores
192.5
ISIN
INF200KA1LS9
Lock-in (days)
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
500
Standard Deviation
14.5
Beta
0.8
Sharpe Ratio
0.5
Fund Managers

Nidhi Chawla

Fund Manager

Rama Iyer Srinivasan

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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Key Information Memorandum

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AMC Fund Factsheet

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Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

GKW Ltd.

9.77%
9.77%

Bharti Airtel Ltd.

8.13%
8.13%

Others

7.26%
7.26%

ICICI Bank Ltd.

7.13%
7.13%

Muthoot Finance Ltd.

6.93%
6.93%
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Allocation by Sector

Financial

28.39%
28.39%

Technology

14.33%
14.33%

Consumer Staples

11.96%
11.96%

Automobile

11.42%
11.42%

Energy

6.57%
6.57%
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comparison

Comparison with Equity Funds

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Frequently Asked Questions

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