SBI Long Term Advantage Fund Series IV - Regular Plan
Value Research Rating
Our Opinion
Riskometer
Very High
₹45.8190
As on 12-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of SBI Long Term Advantage Fund Series IV - Regular Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Long Term Advantage Fund Series IV - Regular Plan
|
|
Very High
|
|
1.38 |
Other details of SBI Long Term Advantage Fund Series IV - Regular Plan
Assets
₹194 Cr
Exit Load (Days)
--
Min. Investment (₹)
500
Min. Withdrawal (₹)
--
Min. SIP Investment (₹)
--
Min. No of Cheques
--
About SBI Long Term Advantage Fund Series IV - Regular Plan
SBI Long Term Advantage Fund Series IV - Regular Plan is a equity mutual fund scheme of SBI Mutual Fund. Launched on March 31, 2017, it is currently managed by Nidhi Chawla. The fund has an expense ratio of 1.38% with an overall AUM (Assets Under Management) of ₹194 Cr.
SBI Long Term Advantage Fund Series IV - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹--.
Investment Strategy
The scheme seeks 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.
Suitability
ELSS funds are suitable for investors:
- Seeking tax savings u/s 80C through a diversified equity portfolio
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
- The fund has a lock-in-period of 3 years
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on SBI Long Term Advantage Fund Series IV - Regular Plan
FAQ for SBI Long Term Advantage Fund Series IV - Regular Plan
How to Invest in SBI Long Term Advantage Fund Series IV - Regular Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Long Term Advantage Fund Series IV - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Long Term Advantage Fund Series IV - Regular Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of SBI Long Term Advantage Fund Series IV - Regular Plan Today?
The latest declared NAV of SBI Long Term Advantage Fund Series IV - Regular Plan, is ₹45.8190 as of 12-May-2026.
What are the top holdings of SBI Long Term Advantage Fund Series IV - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
6.82
|
|
|
6.75
|
|
|
4.48
|
|
|
4.40
|
|
|
4.39
|
What is the return of SBI Long Term Advantage Fund Series IV - Regular Plan in the last 5 years?
Over the past five years, SBI Long Term Advantage Fund Series IV - Regular Plan has delivered an annualised return of 16.29% as of 12-May-2026.
What is the minimum investment required in SBI Long Term Advantage Fund Series IV - Regular Plan?
The minimum investment required to start investing in SBI Long Term Advantage Fund Series IV - Regular Plan is ₹500 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.
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