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

Plan: CLOSE | Option: Growth | R Srinivasan

01 Jul 22 | 12:00 AM

27.99 -0.08 (-0.27%)

  • Outperforms

    9.21%

    Return (1Y)

    beaten S&P BSE 500 TRI by 8.71%

  • Less Volatile

    0.97%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.57%

  • Not so consistent

    6/12

    Months

    Has beaten 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 3rd best in 5Y performance in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series IV (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series IV (G) fund has been the 7th best in the 5Y 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 beaten by 8.71% (CAGR difference)

9.21%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

05 Jul 2021

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (G) is Lower than by -0.57%

0.97%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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

View Stock Composition