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

Plan: CLOSE | Option: Dividend | R Srinivasan

25 Oct 24 | 12:00 AM

40.42 -0.52 (-1.26%)

  • Underperforms

    30.38%

    Return (1Y)

    underperformed BSE 500 TRI by -4.32%

  • Less Volatile

    0.82%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.12%

  • Inconsistent

    2/6

    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 -4.32% (CAGR difference)

30.38%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

21 Nov 2023

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (IDCW) is Lower than by -0.12%

0.82%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 6 Months, i.e 33.33% 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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