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

Plan: CLOSE | Option: Dividend | Nidhi Chawla

31 Mar 25 | 12:00 AM

34.88 -0.00 (-0.00%)

  • Outperforms

    8.67%

    Return (1Y)

    beaten BSE 500 TRI by 10.46%

  • Less Volatile

    1.07%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.44%

  • Consistent

    8/11

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVMar 03Apr 0332.3032.3532.4032.45
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series III (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year SBI Long Term Advantage Fund - Series III (IDCW), has beaten BSE 500 TRI by 10.47% (CAGR difference)

8.67%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in

01 Apr 2024

JavaScript chart by amCharts 3.20.9-3-2-1012345678910
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series III (IDCW) BSE 500 TRI

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series III (IDCW) is Lower than BSE 500 TRI by -3.44%

1.07%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.55.0
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series III (IDCW) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 11 Months, i.e 72.73% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series III (IDCW) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 15 Stocks beating the benchmark 12 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

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