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 #27 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹47.69 (as of 2026-08-21) |
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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 | 10.99% |
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| Sharpe ratio | 0.31 |
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| Standard deviation | 15.62% |
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| Max drawdown | -34.44% |
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| Alpha | -1.09 |
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| Beta | 0.9 |
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Over 5 years, captured 88.0% of Nifty 500's upside and 77.4% of its downside.
Market cap allocation
| Large cap | 53.8% |
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| Mid cap | 7.0% |
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| Small cap | 39.2% |
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Concentration
| Top 5 holdings | 28.9% |
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| Top 10 holdings | 48.3% |
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| Total holdings | 29 |
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| Index overlap | 20.4% |
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| Active share | 79.6% |
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Top holdings
- Bajaj Finance Limited — 8.1%
- ICICI Bank Ltd. — 7.6%
- Eicher Motors Ltd. — 4.8%
- GKW Ltd. — 4.3%
- Tech Mahindra Limited — 4.2%
- State Bank Of India — 4.2%
- Delhivery Limited — 4.1%
- HDFC Bank Ltd. — 3.8%
- Tata Motors Limited — 3.8%
- Infosys Ltd — 3.6%
Top sectors
- Finance & Investments — 23.3%
- Banking & Financial — 21.4%
- Automobile — 7.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | -2.4% | Q3 | #36 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 |