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

Plan: CLOSE | Option: Dividend | R Srinivasan

20 Dec 24 | 12:00 AM

39.55 -1.38 (-3.36%)

  • Underperforms

    21.70%

    Return (1Y)

    underperformed BSE 500 TRI by -13.00%

  • Less Volatile

    0.83%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.11%

  • Inconsistent

    2/5

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year SBI Long Term Advantage Fund - Series IV (IDCW), has underperformed by -13.00% (CAGR difference)

21.70%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (IDCW) is Lower than by -0.11%

0.83%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 5 Months, i.e 40% 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

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