SBI Long Term Advantage Series IV Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

SBI Long Term Advantage Series IV Growth Direct Plan

NAV
₹44.1351
-1.49%
(4 Apr)
AUM
193 Cr
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+11.3%
+9.3%
+7.8%
+4.9%
+2.7%
+1.7%
3Y
+21.1%
+22.7%
+23.3%
+20.1%
+11.5%
+12.5%
5Y
+31.6%
+30.7%
+33.0%
+27.8%
+32.3%
+26.0%
ALL
+15.3%
+17.5%
+16.5%
+17.8%
+20.4%
+14.1%
VOL
16.4%
17.5%
15.5%
18.2%
15.3%
-
TER
1.1%
0.7%
1.1%
0.6%
NA
-
AUM
₹14,671 Cr
₹3,405 Cr
₹25,724 Cr
₹343 Cr
₹193 Cr
-
INFO
0.93
1.00
1.06
0.98
1.34
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Long Term Advantage Series IV (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Infosys Ltd
8.8%
ITC Ltd
7.6%
Maruti Suzuki India Ltd
6.2%
Bajaj Finance Ltd
6.2%
ICICI Lombard General Insurance Co Ltd
6.1%
ICICI Bank Ltd
5.6%
Eicher Motors Ltd
5.2%
HDFC Asset Management Co Ltd
5.1%
Treps
5.1%
Marico Ltd
4.4%
Top industry exposure
Financial Services
34.5%
Technology
14.3%
Consumer Cyclical
14.0%
Consumer Defensive
12.0%
Energy
6.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
3Y
Exit load
No exit load
Fund 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."
Fund manager(s)
R. Srinivasan
Nidhi Chawla

FAQs