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SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 17.29%, with the bottom and top quartiles at 14.57% and 26.34% respectively. The total expense ratio is 2.48% on assets of ₹194Cr. The fund is currently managed by Mr. R Srinivasan, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Bajaj Finance Limited | Financial Services | 6.75% |
| GKW Ltd. | Industrials | 4.48% |
| Tenneco Clean Air India Limited | Consumer Cyclical | 3.74% |
| Tata Motors Limited | Consumer Cyclical | 3.58% |
| Bank of Baroda | Financial Services | 3.39% |
| Kotak Mahindra Bank Limited | Financial Services | 3.15% |
| Sector | Holdings | Weight |
|---|---|---|
| Finance | 2 | 22.14% |
| Banks | 2 | 17.76% |
| IT - Software | 2 | 7.64% |
| Ferrous Metals | 2 | 7.35% |
| Construction | 3 | 6.73% |
| Automobiles | 1 | 4.39% |
| Transport Services | 1 | 4.08% |
| Petroleum Products | 1 | 3.97% |
| Auto Components | 1 | 3.74% |
| Agricultural Commercial & Construction Vehicles | 1 | 3.58% |
| Pharmaceuticals & Biotechnology | 1 | 3.26% |
| Chemicals & Petrochemicals | 1 | 3.16% |
| Cement & Cement Products | 1 | 2.14% |
| Agricultural, Commercial & Construction Vehicles | 1 | 2.08% |
| Consumer Durables | 1 | 2.03% |
| Insurance | 1 | 1.87% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
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| 1Y | -11.17% | 4.40% | 15.41% | 35.73% | 113.07% | 90.2% |
| 3Y | 9.40% | 14.57% | 17.29% | 26.34% | 41.32% | 100.0% |
| 5Y | 13.97% | 18.00% | 22.97% | 26.08% | 30.64% | 100.0% |
Top-10 weight 25.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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