elssHigh risk

SBI Long Term Advantage Fund - Series IV - Direct Plan - IDCW

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From SBI Mutual Fund. It's been running since 3 Jul 2018.

Latest price per unit

₹41.9885

▼ 0.19% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹1.8k gain · 1.8% / year

Invested 3 years ago

₹1.31 L

▲ ₹31.3k gain · 9.5% / year

Invested 5 years ago

₹1.71 L

▲ ₹71.0k gain · 11.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

13.6%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-34.40%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year1.78%

CAGR — 3 years9.52%

CAGR — 5 years11.32%

CAGR — since launch18.59%

Volatility — 1 year (annualised)14.29%

Volatility — 3 years (annualised)13.56%

Max drawdown — 1 year-14.67%

Max drawdown — 3 years-20.98%

Sharpe ratio — 1 year (rf=6%)-0.30

Sharpe ratio — 3 years (rf=6%)0.24

Fund info

Fund house: SBI Mutual Fund
Category: ELSS
Plan: Direct
Option: IDCW
ISIN (Growth): INF200KA1LT7
ISIN (Div re-invest): —
Fund code: 140486
First price on record: 3 Jul 2018 · 2,022 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.