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2h agoSBI Long Term Advantage Fund – Series IV (ELSS) Detailed Overview
SBI Long Term Advantage Fund – Series IV, an ELSS launched on March 31, 2017, is managed by Nidhi Chawla. As of September 2025, it has an AUM of ₹207 crore and a Direct Plan expense ratio of 0.95%. The fund delivered a 1-year return of 1.65%, with strong long-term gains: 3-year CAGR of 16.13% and 5-year CAGR of 27.10%. Its portfolio is equity-focused, led by Eicher Motors, Bajaj Finance, and HDFC Bank. Offering tax benefits under Section 80C, it targets long-term investors seeking disciplined wealth creation.
Discvr• By Sneha Pathak
Explore:Mutual Fund Screening
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2h agoSBI Long Term Advantage Fund – Series IV (ELSS) Detailed Overview
SBI Long Term Advantage Fund – Series IV, an ELSS launched on March 31, 2017, is managed by Nidhi Chawla. As of September 2025, it has an AUM of ₹207 crore and a Direct Plan expense ratio of 0.95%. The fund delivered a 1-year return of 1.65%, with strong long-term gains: 3-year CAGR of 16.13% and 5-year CAGR of 27.10%. Its portfolio is equity-focused, led by Eicher Motors, Bajaj Finance, and HDFC Bank. Offering tax benefits under Section 80C, it targets long-term investors seeking disciplined wealth creation.
Discvr• By Sneha Pathak
Explore:Mutual Fund Screening
about 3 hours ago
1 min read
88 words
SBI Long Term Advantage Fund – Series IV delivers strong long-term performance and Section 80C tax benefits through a diversified equity portfolio.
SBI Long Term Advantage Fund – Series IV, an ELSS launched on March 31, 2017, is managed by Nidhi Chawla. As of September 2025, it has an AUM of ₹207 crore and a Direct Plan expense ratio of 0.95%. The fund delivered a 1-year return of 1.65%, with strong long-term gains: 3-year CAGR of 16.13% and 5-year CAGR of 27.10%. Its portfolio is equity-focused, led by Eicher Motors, Bajaj Finance, and HDFC Bank. Offering tax benefits under Section 80C, it targets long-term investors seeking disciplined wealth creation.
SBI Long Term Advantage Fund – Series IV, an ELSS launched on March 31, 2017, is managed by Nidhi Chawla. As of September 2025, it has an AUM of ₹207 crore and a Direct Plan expense ratio of 0.95%. The fund delivered a 1-year return of 1.65%, with strong long-term gains: 3-year CAGR of 16.13% and 5-year CAGR of 27.10%. Its portfolio is equity-focused, led by Eicher Motors, Bajaj Finance, and HDFC Bank. Offering tax benefits under Section 80C, it targets long-term investors seeking disciplined wealth creation.
Companies:
State Bank of India
HDFC Bank
Deepak Fertilisers & Petrochemicals Corporation Ltd.
Tags:
mutual_funds
ELSS
mutual_funds
ELSS
tax-saver
equity fund
SBI Mutual Fund
India
Nov 7, 2025 • 10:08 IST