SBI Long Term Advantage Fund - Series IV -Dir (G) logo

SBI Long Term Advantage Fund Series IV Direct Growth

NAV ₹47.44 as on 11 Jun 2026

RiskModerately High

Fund Size₹191.20Cr

NAV₹47.44 as on 11 Jun 2026
RiskModerately High
Fund Size₹191.20Cr

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Investment Details
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Lock-in

3 Years

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

9 years 3 months (Since Mar 31, 2017)

Return since Launch

18.43%

Expense ratio

0.75%

Type

CLOSE

AUM (Fund Size)

₹191.20

Risk Grade

Moderately High

Benchmark

BSE 500 TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderately High Risk

Fund house & investment objective
Rank (total assets)#1 in India
Total AUM₹12,70,599.38Cr
Date of Incorporation07 Feb 1992
SBI Long Term Advantage Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 31 Mar 2017. The fund currently has an Asset Under Management(AUM) of ₹12,70,599.38 Cr and the Latest NAV as of 11 Jun 2026 is ₹47.44.
The SBI Long Term Advantage Fund Series IV Direct Growth is rated Moderately High. Minimum SIP Investment is set to N/A . Minimum Lumpsum Investment is ₹500. Exit load of Nil.
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Returns and Rankings

Category: Equity ELSS

1Y3Y5YAll
Fund returns-2.38%3.64%2.66%1.90%
Category average-3.12%4.39%2.47%-
Rank within category16298-

FAQ’s

What kind of returns does SBI Long Term Advantage Fund Series IV Direct Growth provide?

SBI Long Term Advantage Fund Series IV Direct Growth has given a return of 11.32% in the past 3 years.

What is the expense ratio charged by SBI Long Term Advantage Fund Series IV Direct Growth?

The Expense Ratio charged by SBI Long Term Advantage Fund Series IV Direct Growth is 0.75%.

What is the AUM size of SBI Long Term Advantage Fund Series IV Direct Growth?

The AUM size of SBI Long Term Advantage Fund Series IV Direct Growth is ₹191.20Cr.

What is the minimum SIP amount that you can invest in SBI Long Term Advantage Fund Series IV Direct Growth?

N/A .

What are the top stock holdings of SBI Long Term Advantage Fund Series IV Direct Growth?

The top stock holdings of SBI Long Term Advantage Fund Series IV Direct Growth include

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