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SBI LT Advantage Fund-IV-Reg(IDCW)

+11.8%
(3Y CAGR)
EquitydotClosed EndeddotVery HighdotNot Rated
Fund Type

Scheme Details

NAV12 Jun 2026
39.1
AUM

191 Cr.

52 week high (NAV)02 Jan 2026
42
52 week low (NAV)30 Mar 2026
35.8
Inception date31 Mar 2017
Lock-in period

3 years

Minimum SIP0
Minimum Lumpsum0
Exit load info
NIL
Benchmark IndexBSE 500
KEY RATIOSinfo
Alpha0.06
Beta0.88
Standard Deviation3.93%
Sharpe Ratio0.14

Asset Allocation

Market capSectorsHoldings
Market cap (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)
noteRatings powered by Value Research

Fund Managers

Nidhi Chawla01 Nov 2017 - Present

Frequently Asked Questions

To invest a lumpsum amount in SBI LT Advantage Fund-IV-Reg(IDCW) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI LT Advantage Fund-IV-Reg(IDCW) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in SBI LT Advantage Fund-IV-Reg(IDCW) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI LT Advantage Fund-IV-Reg(IDCW) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in SBI LT Advantage Fund-IV-Reg(IDCW).

It will take up to one trading day for the invested SBI LT Advantage Fund-IV-Reg(IDCW) units to reflect in your portfolio. For example, If you have made the investment in SBI LT Advantage Fund-IV-Reg(IDCW) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.

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