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SBI Mutual Fund · ELSS
SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth
₹46.0250NAV 2026-05-22
Regular PlanGrowthSince 2018-07-037.7y historyAUM ₹173 CrINF200KA1LQ3
NAV History
2021-05-24 → 2026-05-22
+102.20%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-2.0%
-5.0%
-6.0%
+2.5%
+12.8%
+15.1%
-
Risk Metrics
Sharpe
0.74
Sortino
1.00
Max DD
-34.4%
Volatility
+15.5%
Best Year
+58.6%
Worst Year
-5.8%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹173 Cr
AUM as of
2026-03-31
Volatility (annualised)
+15.5%
Max drawdown
-34.4%
Sharpe ratio
0.74
Sortino ratio
1.00
Calmar ratio
0.37
Positive months
63%
Best year
+58.6%
Worst year
-5.8%
Peers — ELSS
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth
SBI Mutual Fund
+20.9%
3Y
₹28 Cr
AUM
0.58
Sharpe
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Mutual Fund
+19.0%
3Y
₹1 Cr
AUM
0.65
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth
Sundaram Mutual Fund
+18.8%
3Y
₹1 Cr
AUM
0.42
Sharpe
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Mutual Fund
+18.7%
3Y
₹2 Cr
AUM
0.51
Sharpe
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
Bank of India Mutual Fund
+18.3%
3Y
₹15 Cr
AUM
0.46
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth
Sundaram Mutual Fund
+18.1%
3Y
₹2 Cr
AUM
0.40
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Mutual Fund
+18.0%
3Y
₹1 Cr
AUM
0.41
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Mutual Fund
+17.8%
3Y
₹1 Cr
AUM
0.47
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.