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My Portfolio:
  • 0.00 0

Plan: CLOSE | Option: Dividend | R Srinivasan

23 May 25 | 12:00 AM

38.26 0.23 (0.59%)

  • Underperforms

    5.38%

    Return (1Y)

    underperformed BSE 500 TRI by -0.59%

  • Less Volatile

    0.96%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.22%

  • Not so consistent

    6/10

    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 -0.58% (CAGR difference)

5.38%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.95.355.405.455.505.555.605.655.705.755.805.855.905.956.00
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 -3.22%

0.96%

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 6 out of Last 10 Months, i.e 60% 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 ComparisonJanJanJanJanJanJanJanJanJanJan-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 AlphaJanJanJanJanJanJanJanJanJanJan-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, 12 Stocks beating the benchmark 7 Stocks not beating the benchmark

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

View Stock Composition