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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 · 2.48%Inception · 31-03-2017
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹2 Cr
AUM
Expense ratio
2.48%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
TREPS7.23%
Bajaj Finance Limited6.21%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.66%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.00%
VEDANTA LIMITED EQ NEW RS.1/-4.53%
INFOSYS LIMITED EQ FV RS 54.39%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-4.37%
STATE BANK OF INDIA EQ NEW RE. 1/-4.33%
GKW Ltd.4.11%
RELIANCE INDUSTRIES LIMITED EQ4.01%
Sector allocation
Financial Services40.50%
Metals & Mining11.71%
Information Technology8.22%
Automobile and Auto Components7.70%
Construction6.04%
Capital Goods5.84%
Oil, Gas & Consumable Fuels4.01%
Healthcare3.40%
Chemicals3.07%
Construction Materials2.07%
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
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹54.31
1Y
+11.0%
3Y
+24.1%
5Y
+19.9%
Quant ELSS Tax Saver Gr
₹387.09
1Y
+10.2%
3Y
+18.0%
5Y
+16.4%
Edelweiss ELSS Tax Saver Reg Gr
₹111.53
1Y
+4.9%
3Y
+15.0%
5Y
+13.6%
BANK OF INDIA ELSS Tax Saver ECO Gr
₹175.34
1Y
+4.5%
3Y
+16.4%
5Y
+15.2%
Bank of India ELSS Tax Saver Reg Gr
₹161.75
1Y
+4.2%
3Y
+16.1%
5Y
+14.8%
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