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

Plan: CLOSE | Option: Growth | R Srinivasan

25 Jul 24 | 12:00 AM

48.84 0.03 (0.06%)

  • Outperforms

    36.51%

    Return (1Y)

    beaten BSE 500 TRI by 1.81%

  • Less Volatile

    0.80%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.10%

  • Inconsistent

    3/8

    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 given the 9th 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 given the 9th best Risk adjusted performance for the past 3Y in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series IV (G) fund has been given the 9th best Risk adjusted performance for the past 1Y 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 1.81% (CAGR difference)

36.51%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

10 Sep 2023

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (G) is Lower than by -0.10%

0.80%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 8 Months, i.e 37.5% 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