Mutual funds · ELSS
SBI Long Term Advantage Fund - Series IV
SBI Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 140488
- Category
- ELSS
- ISIN
- INF200KA1LQ3
- Plan / option
- Regular / Growth
- Fund age
- 8.4 years
- Rank in category
- 40 of 43 by 3-year CAGR
- Expense ratio (TER)
- 1.43% a year declared 2026-11-08, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +5.9%
3 months▼ -3.8%
6 months▼ -1.2%
1 year▼ -3.4%
3-year CAGR▲ +7.7%
5-year CAGR▲ +8.5%
10-year CAGR–
Volatility (3y)13.8%
Sharpe (3y)0.18
Sortino (3y)0.24
Beta vs NIFTY 500.93
Max fall (3y)-21.2%
Computed from NAV (2066 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 48.9114 |
| Direct · IDCW | 41.5025 |
| Regular · IDCW | 39.2825 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.