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SBI Mutual Fund · Equity: ELSS
SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth
The investment objective of the scheme is 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.However, there can be no assurance that the investment objective of the Scheme will be realized.
EquityBenchmark · BSE 500 TRITER · 1.44%Inception · 31-03-2017
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹181 Cr
AUM
Expense ratio
1.44%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.41%
Bajaj Finance Limited7.22%
GKW LIMITED EQ NEW F.V. RS.10/-4.75%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-4.36%
STATE BANK OF INDIA EQ NEW RE. 1/-4.22%
DELHIVERY LIMITED EQ NEW FV RE.1/-4.12%
TML Commercial Vehicles Ltd.3.69%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-3.61%
Tenneco Clean Air India Ltd3.56%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-3.55%
Sector allocation
Financial Services44.04%
Automobile and Auto Components11.61%
Information Technology6.87%
Construction6.76%
Metals & Mining6.03%
Services4.12%
Chemicals3.55%
Healthcare3.35%
Consumer Services2.92%
Construction Materials2.36%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.0% p.a.₹10,000
10 years
Projected value
₹23,23,391
Invested: ₹12,00,000
Gained: ₹11,23,391
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. R Srinivasan,
Manager since fund inception data not available
ISIN & identifiers
AMFI code
140488
ISIN (Growth)
INF200KA1LQ3
ISIN (Div Re-inv)
—
Status
Close Ended Schemes
Peers
Other Equity: ELSS funds
Quant ELSS Tax Saver Gr Reg Plan
₹397.61
1Y
+7.6%
3Y
+12.9%
5Y
+11.8%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.88
1Y
+6.4%
3Y
+18.9%
5Y
+15.0%
JM ELSS Tax Saver Fund Reg Gr
₹50.84
1Y
+3.3%
3Y
+13.7%
5Y
+11.0%
Bank Of India ELSS Tax Saver Eco Gr
₹173.15
1Y
+1.5%
3Y
+10.5%
5Y
+8.6%
HSBC ELSS Tax Saver Fund Reg Gr
₹137.06
1Y
+1.3%
3Y
+14.1%
5Y
+10.5%
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