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My Portfolio:
  • 0.00 0

Plan: CLOSE | Option: Dividend | R Srinivasan

11 Jun 25 | 12:00 AM

39.23 -0.04 (-0.09%)

  • Underperforms

    3.47%

    Return (1Y)

    underperformed BSE 500 TRI by -2.49%

  • Less Volatile

    0.88%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.19%

  • Not so consistent

    5/9

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

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 (IDCW), has underperformed BSE 500 TRI by -2.49% (CAGR difference)

3.47%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.93.23.43.63.84.04.24.44.64.85.05.25.45.65.86.06.2
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series IV (IDCW) BSE 500 TRI

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (IDCW) is Lower than BSE 500 TRI by -3.19%

0.88%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.5
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series IV (IDCW) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 9 Months, i.e 55.56% 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 ComparisonJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series IV (IDCW) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJan-505
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, 14 Stocks beating the benchmark 5 Stocks not beating the benchmark

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

View Stock Composition