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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 · 1.17%Inception · 31-03-2017
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹195 Cr
AUM
Expense ratio
1.17%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +12.16%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.90%
Bajaj Finance Limited6.65%
GKW LIMITED EQ NEW F.V. RS.10/-4.69%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-4.50%
JINDAL STEEL & POWER LIMITED EQ. NEW RS.14.10%
STATE BANK OF INDIA EQ NEW RE. 1/-4.04%
DELHIVERY LIMITED EQ NEW FV RE.1/-4.02%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-3.88%
INFOSYS LIMITED EQ FV RS 53.85%
TREPS3.81%
Sector allocation
Financial Services41.82%
Automobile and Auto Components11.47%
Information Technology7.73%
Metals & Mining7.36%
Construction6.85%
Services4.02%
Oil, Gas & Consumable Fuels3.73%
Chemicals3.36%
Healthcare3.29%
Construction Materials2.31%
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
₹405.42
1Y
+9.8%
3Y
+16.4%
5Y
+14.9%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.61
1Y
+4.4%
3Y
+21.4%
5Y
+17.2%
Tata ELSS FundGrReg Plan
₹46.51
1Y
+3.7%
3Y
+13.2%
5Y
+12.8%
Baroda BNP Paribas ELSS Tax Saver Gr
₹99.03
1Y
+3.4%
3Y
+15.2%
5Y
+11.9%
Edelweiss ELSS Tax Saver Reg Gr
₹115.07
1Y
+3.4%
3Y
+13.3%
5Y
+11.8%
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