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SBI Long Term Advantage Fund - Series IV

SBI Mutual Fund · Equity · ELSS (Tax Saver) · Close ended · History since Jul 2018
₹44.74 -1.9% · NAV on 23 Oct 2026 · Direct Growth

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Direct · GrowthDirect · IDCWRegular · GrowthRegular · IDCW

Returns Direct Growth · up to 1 year simple %, longer periods yearly average

1 month-7.8%
3 months-8.3%
6 months-6.9%
1 year-11.6%
3 years+5.4%
5 years+7.0%
10 years—
Since start+16.8%

NAV history

Ups and downs

Worst fall from a peak (last 5 years)-21.0%
Peak → lowSep 2024 → Apr 2025
Volatility (last year)15.1%

Volatility shows how much the NAV usually swings in a year; higher means bigger ups and downs.

About this fund

Fund houseSBI Mutual Fund
CategoryEquity · ELSS (Tax Saver)
TypeClose ended
Scheme code · ISIN140487 · INF200KA1LS9

Same category ELSS (Tax Saver) · current funds · by 3-year return

Fund1 year3 years5 years
SBI Long Term Advantage Fund - Series VSBI Mutual Fund -7.0% +17.8% +12.4%
Bank of India Mid Cap Tax Fund Series 1Bank of India Mutual Fund +0.2% +13.2% +9.8%
BANK OF INDIA MID CAP TAX FUND Series 2Bank of India Mutual Fund -3.8% +12.1% +9.0%
ICICI Prudential Long Term Wealth Enhancement FundICICI Prudential Mutual Fund -10.3% +12.0% +11.1%
Sundaram Long Term Tax Advantage Fund Series IIISundaram Mutual Fund -4.4% +9.0% +13.6%
SBI Long Term Advantage Fund - Series IVSBI Mutual Fund · this fund -11.6% +5.4% +7.0%

13 current funds in ELSS (Tax Saver) · see all →. Funds are compared only within the same SEBI category.

All versions of this fund

PlanOptionNAV (₹)NAV dateScheme code
DirectGrowth 44.74 23 Oct 2026 140487
DirectIDCW 37.97 23 Oct 2026 140486
RegularGrowth 42.42 23 Oct 2026 140488
RegularIDCW 35.94 23 Oct 2026 140489

Direct plans are bought straight from the fund house and cost less; Regular plans include a distributor's commission. Growth keeps profits invested; IDCW pays them out from time to time.

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