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SBI Long Term Advantage Fund - Series IV (G) Equity - Tax Planning
INVEST

Plan: CLOSE | Option: Growth | Nidhi Chawla

11 Dec 25 | 12:00 AM

48.43 0.24 (0.50%)

  • Underperforms

    -0.55%

    Return (1Y)

    underperformed BSE 500 TRI by -6.51%

  • Less Volatile

    0.79%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.38%

  • Inconsistent

    1/3

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • SBI Long Term Advantage Fund - Series IV (G) fund has been the 8th best in the 5Y SIP performance in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series IV (G) fund has been the 8th best in the 3Y SIP performance in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series IV (G) fund has been the 8th best in the 1Y SIP performance in the Equity - Tax Planning category

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 IV (G), has underperformed by -6.51% (CAGR difference)

-0.55%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

12 Dec 2024

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (G) is Lower than by -2.38%

0.79%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 3 Months, i.e 33.33% of the times It underperformed 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

View Stock Composition