Quotes

Back To Menu

SBI Long Term Advantage Fund - Series V (G) Equity - Tax Planning
INVEST

Plan: CLOSE | Option: Growth | Mohan Lal

04 Dec 25 | 12:00 AM

31.11 -0.05 (-0.16%)

  • Outperforms

    8.71%

    Return (1Y)

    beaten BSE 500 TRI by 2.74%

  • Less Volatile

    0.89%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.57%

  • Inconsistent

    1/3

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • SBI Long Term Advantage Fund - Series V (G) fund has topped the 5Y performance in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series V (G) fund has been given the best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series V (G) fund has topped the 3Y performance in the Equity - Tax Planning category

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 V (G), has underperformed by 2.74% (CAGR difference)

8.71%

Outperforms

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 V (G) is Lower than by -2.57%

0.89%

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