SBI Long Term Advantage Fund - Series IV vs SBI Long Term Advantage Fund - Series V
ELSS · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 13-Jul-2026
| Metric | SBI Long Term Advantage Fund - Series IV | SBI Long Term Advantage Fund - Series V |
|---|---|---|
| Latest NAV | ₹50.16 | ₹32.93 |
| 1-Year Return | +2.83% | +0.76% |
| 3-Year Return (CAGR) | +11.16% | +20.33% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 14.2% | 14.6% |
| Max Drawdown | −21.0% | −16.2% |
| Fund House | SBI Mutual Fund | SBI Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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SBI Long Term Advantage Fund - Series IV vs SBI Long Term Advantage Fund - Series V: which is better?
SBI Long Term Advantage Fund - Series IV and SBI Long Term Advantage Fund - Series V are both elss mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), SBI Long Term Advantage Fund - Series V leads with +20.33% against +11.16% — a gap of about 9.17 percentage points per year over that period.
SBI Long Term Advantage Fund - Series IV has been the steadier fund over the past year, with annualised volatility of 14.2% versus 14.6%. Looking at worst falls, SBI Long Term Advantage Fund - Series IV's deepest drawdown in the stored history is −21.0% against −16.2% for SBI Long Term Advantage Fund - Series V.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- SBI Long Term Advantage Fund - Series V has delivered higher 3-year returns (+20.33% vs +11.16%).
- SBI Long Term Advantage Fund - Series IV has shown lower volatility over the trailing year.
- SBI Long Term Advantage Fund - Series V has had the shallower maximum drawdown (−16.2%).
Frequently Asked Questions
Which fund has given higher returns — SBI Long Term Advantage Fund - Series IV or SBI Long Term Advantage Fund - Series V?
Over the past 3 year period, SBI Long Term Advantage Fund - Series V has delivered higher returns: +20.33% versus +11.16% annualised. Past performance does not guarantee future results.
Which fund is less risky — SBI Long Term Advantage Fund - Series IV or SBI Long Term Advantage Fund - Series V?
Based on the trailing year, SBI Long Term Advantage Fund - Series IV has shown lower day-to-day volatility (SBI Long Term Advantage Fund - Series IV: 14.2%, SBI Long Term Advantage Fund - Series V: 14.6% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both SBI Long Term Advantage Fund - Series IV and SBI Long Term Advantage Fund - Series V?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More ELSS comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.