SBI Long Term Advantage Fund Series IV Regular PlanPayout Inc Dist cum Cap Wdrl
EquityELSS (Tax Savings)
40.82
-0.08(-0.18%)
NAV as on 10 Dec, 2025
CAGR
14.42%3Y lock in
- AUM (Crs.)213.23
- Expense Ratio-
- Sharpe Ratio / Category Average0.61
- Standard Deviation / Category Average13.44
- Beta / Category Average0.85
- Portfolio Turnover / Category Average201.81 / 57.05
- Top 5 Stocks Wt.30.97
- Top 10 Stocks Wt.52.68
- Top 3 Sectors Wt.73.46
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryNidhi Chawla
- Launch Date07 Apr, 2017
- BenchmarkS&P BSE 500
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."
Riskometer
More Funds From
| Fund Name | Morningstar Rating | AUM (cr.) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|