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

SBI Long Term Advantage Fund Series IV Direct Growth

NAV ₹50.95 as on 17 Nov 2025

RiskModerately High

Fund Size₹213.14Cr

NAV₹50.95 as on 17 Nov 2025
RiskModerately High
Fund Size₹213.14Cr

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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

8 years 8 months (Since Mar 31, 2017)

Return since Launch

20.74%

Expense ratio

0.96%

Type

CLOSE

AUM (Fund Size)

₹213.14

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%)
Fund Manager

Name:

Nidhi Chawla

Experience:

She has over 4 years of experience in mutual fund industry. She is with SBI Mutual Fund since 2007.

Asset Allocation

TREPS 4.83%

Net CA & Others 0.03%

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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₹12,07,585.39Cr
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 ₹12,07,585.39 Cr and the Latest NAV as of 17 Nov 2025 is ₹50.95.
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 returns4.83%4.88%4.50%2.38%
Category average7.03%5.53%3.90%-
Rank within category38346-

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 15.36% 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 0.96%.

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 ₹213.14Cr.

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 , Bajaj Finance Ltd , GKW Ltd , Muthoot Finance Ltd and AAVAS Financiers Ltd.

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*By clicking, I agree to the T&C and Whatsapp updates.