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

Plan: CLOSE | Option: Growth | Mohan Lal

20 Dec 24 | 12:00 AM

27.88 -1.12 (-3.85%)

  • Outperforms

    44.29%

    Return (1Y)

    beaten BSE 500 TRI by 9.59%

  • More Volatile

    0.95%

    Standard Deviation (1Y)

    Higher Equity - Tax Planning by 0.01%

  • Not so consistent

    4/5

    Months

    Has beaten 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 5Y SIP 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 beaten by 9.59% (CAGR difference)

44.29%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series V (G) is Higher than by 0.01%

0.95%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 5 Months, i.e 80% 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