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

Plan: CLOSE | Option: Dividend | R Srinivasan

04 Dec 25 | 12:00 AM

40.97 0.01 (0.02%)

  • Underperforms

    0.92%

    Return (1Y)

    underperformed BSE 500 TRI by -5.05%

  • Less Volatile

    0.78%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.68%

  • Inconsistent

    1/3

    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 -5.05% (CAGR difference)

0.92%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

05 Dec 2024

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series IV (IDCW) is Lower than by -2.68%

0.78%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 3 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

View Stock Composition