SBI Long Term Advantage Fund Sr4
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.
Growthvine rating: 3/5 — ranked #28 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹43.63 (as of 2026-10-01) |
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| AUM | ₹0 Cr |
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| Expense ratio | 0.00% |
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| Riskometer | Very High |
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| Fund manager | Nidhi Chawla |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 7.95% |
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| Sharpe ratio | 0.31 |
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| Standard deviation | 15.63% |
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| Max drawdown | −34.44% |
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| Alpha | -1.36 |
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| Beta | 0.9 |
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Over 5 years, captured 83.9% of Nifty 500's upside and 80.4% of its downside.
Market cap allocation
| Large cap | 51.2% |
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| Mid cap | 11.5% |
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| Small cap | 37.3% |
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Concentration
| Top 5 holdings | 28.3% |
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| Top 10 holdings | 46.5% |
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| Total holdings | 30 |
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| Index overlap | 20.3% |
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| Active share | 79.7% |
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Top holdings
- ICICI Bank Ltd. — 7.8%
- Bajaj Finance Limited — 7.6%
- TREPS — 7.3%
- Eicher Motors Ltd. — 4.9%
- Tata Motors Limited — 4.1%
- Navin Fluorine International Limited — 4.0%
- Delhivery Limited — 4.0%
- GKW Ltd. — 3.7%
- HDFC Bank Ltd. — 3.6%
- Sun Pharmaceutical Industries Ltd. — 3.5%
Top sectors
- Finance & Investments — 22.4%
- Banking & Financial — 18.1%
- Automobile — 10.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −10.7% | Q4 (Bottom) | #43 of 52 |
| 2025 | 3.8% | Q2 | #26 of 51 |
| 2024 | 20.5% | Q2 | #21 of 51 |
| 2023 | 23.8% | Q4 (Bottom) | #42 of 48 |
| 2022 | 6.3% | Q1 (Top) | #9 of 43 |