InvestVerdict
SBI Long Term Advantage Fund - Series IV
Direct Plan · IDCW · ELSS (Tax Saving) · Scheme code 140486
Fund houseSBI Mutual Fund
CategoryELSS (Tax Saving)
Plan & optionDirect · IDCW
History8.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.78 | 3.89 | -1.35 | 5.12 | 10.34 | 12.20 | 21.80 | — | 18.86 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| ELSS (Tax Saving) category median |
— | — | — | 3.06 | 13.90 | 13.17 | — | 13.83 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 15.2% | 0.25 | 0.35 | 0.96 | 6.61% | -34.4% | 76.47 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 355 | -18.0% | 15.3% | 109.9% | 12% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.