SBI Long Term Advantage Fund - Series IV - Direct Plan does not yet have a 5-year performance history.
The average return for ELSS funds is 63.29% .
The largest portfolio holding is BAJAJ FINANCE LTD with a portfolio weight of 8.08% .
The fund currently owns more than 31 stocks.
The top 10 holdings account for 48.34% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.19% | -3.86% |
| 2 Year Return | 23.65% | 7.32% |
| 3 Year Return | 50.96% | 26.26% |
| 4 Year Return | 207.55% | 48.86% |
| 5 Year Return | 276.70% | 63.29% |
| 6 Year Return | 269.03% | 104.35% |
| 7 Year Return | N/A | 130.89% |
| Expense Ratio | 0.78% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Non-Banking Financial Company (NBFC) |
8.08%
|
|
| 2 | Financials |
7.62%
|
|
| 3 | Auto - 2 & 3 Wheelers |
4.75%
|
|
| 4 | Industrials |
4.27%
|
|
| 5 | Information Technology |
4.17%
|
|
| 6 | Financials |
4.16%
|
|
| 7 | Logistics - Warehousing/Supply Chain/Others |
4.14%
|
|
| 8 | Finance - Banks - Private Sector |
3.78%
|
|
| 9 | Auto - LCVs/HCVs |
3.75%
|
|
| 10 | Information Technology |
3.62%
|
|
| 11 | Health Care |
3.52%
|
|
| 12 | Materials |
3.44%
|
SBI Long Term Advantage Fund - Series IV - Direct Plan is managed by SBI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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