• Mutual Funds
  • SBI Mutual Fund
  • SBI Long Term Advantage Fund Series IV (Growth)
SBI Mutual Fund

SBI Long Term Advantage Fund Series IV (Growth)

EquityTax Saving

39.4572

NAV (Mar 28)

26.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

39.4572

NAV (Mar 28)

Fund Returns

Last 1Y
35.2%
Last 3Y
24.2%
Last 5Y
26.2%
Last 10Y
NA
Since Inception
21.8%
6 Month CAGR
7.9%

Scheme Information

Investment Objective

'The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equityrelated instruments of companies along with income tax benefit.However,there can be no assurance that the investment objective of the Scheme will be realized.'

Expense Ratio
0
Launched (7y ago)
Apr 07, 2017
AUM in Crores
199.305
ISIN
INF200KA1LQ3
Lock-in
3
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
13.8
Standard Deviation (5yr)
20.8
Beta (3yr)
0.7
Beta (5yr)
0.94
Sharpe Ratio (3yr)
1.386
Sharpe Ratio (5yr)
1.077
YTM
0
Fund Managers

R. Srinivasan

Fund Manager

Nidhi Chawla

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Long Term Advantage Fund Series IV (Growth)70%14,44,876 7,12,26426.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-28

Top Stock Holdings

icici bank ltd

7.9%
7.9%

bharti airtel ltd

7.3%
7.3%

state bank of india

6.4%
6.4%

muthoot finance ltd

5.9%
5.9%

gkw ltd

5.4%
5.4%
See all holdings

Allocation by Sector

financial services

30.9%
30.9%

industrials

13.6%
13.6%

basic materials

12.9%
12.9%

communication services

11.8%
11.8%

consumer cyclical

9.8%
9.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 646,498 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5%

6.5%

21.5%

17.8%

16.1%

12.2%

25.3%

16.1%

5.3%

6.9%

SBI Long Term Advantage Fund Series IV (G) Review

SBI Long Term Advantage Fund Series IV (G) is a Tax Saving Equity fund and has delivered an annualised return of 21.8% over a period of 6 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Nidhi Chawla, R. Srinivasan.

Nav of SBI Long Term Advantage Fund Series IV (G) as of 3/28/2024 is ₹39.46 with the total AUM as of 3/29/2024 is ₹199.305. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Long Term Advantage Fund Series IV (G) was launched on Apr 07, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Long Term Advantage Fund Series IV (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

SBI Long Term Advantage Fund Series IV (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

SBI Long Term Advantage Fund Series IV (G) is rated as a 0 fund in Equity and delivered 35.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Long Term Advantage Fund Series IV (G).

Frequently Asked Questions

What is SBI Long Term Advantage Fund Series IV (G)?

SBI Long Term Advantage Fund Series IV (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Long Term Advantage Fund Series IV (G)?

You can invest in SBI Long Term Advantage Fund Series IV (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Long Term Advantage Fund Series IV (G)?

The minimum sip amount for SBI Long Term Advantage Fund Series IV (G) is ₹0. You can invest in multiples of ₹500.

Is SBI Long Term Advantage Fund Series IV (G) good to invest in?

As per Scripbox experts, SBI Long Term Advantage Fund Series IV (G) is a Not Reviewed Yet fund. You can investSBI Long Term Advantage Fund Series IV (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Long Term Advantage Fund Series IV (G)?

The expense ratio of the SBI Long Term Advantage Fund Series IV (G) is % for regular plan.