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

Plan: CLOSE | Option: Dividend | R Srinivasan

19 Jun 25 | 12:00 AM

38.56 -0.19 (-0.49%)

  • Underperforms

    0.44%

    Return (1Y)

    underperformed BSE 500 TRI by -5.52%

  • Less Volatile

    0.88%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.22%

  • Not so consistent

    5/9

    Months

    Has beaten 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 beaten by -5.52% (CAGR difference)

0.44%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

20 Jun 2024

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (IDCW) is Lower than by -3.22%

0.88%

Less Volatile

Risk Meter

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

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition