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SBI Long Term Advantage Fund - Series II (IDCW) Equity - Tax Planning
INVEST

Plan: CLOSE | Option: Dividend | Nidhi Chawla

20 Dec 24 | 12:00 AM

37.43 -1.71 (-4.37%)

  • Underperforms

    28.52%

    Return (1Y)

    underperformed BSE 500 TRI by -6.17%

  • More Volatile

    1.04%

    Standard Deviation (1Y)

    Higher Equity - Tax Planning by 0.10%

  • Not so consistent

    4/5

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year SBI Long Term Advantage Fund - Series II (IDCW), has beaten by -6.17% (CAGR difference)

28.52%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series II (IDCW) is Higher than by 0.10%

1.04%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 5 Months, i.e 80% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

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