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

Plan: CLOSE | Option: Growth | Mohan Lal

25 Oct 24 | 12:00 AM

27.00 -0.52 (-1.89%)

  • Outperforms

    49.89%

    Return (1Y)

    beaten BSE 500 TRI by 15.19%

  • Less Volatile

    0.94%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by 0.01%

  • Not so consistent

    4/6

    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 been the 2nd best in 5Y performance in the Equity - Tax Planning category

  • SBI Long Term Advantage Fund - Series V (G) fund has been given the 2nd 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 15.19% (CAGR difference)

49.89%

Outperforms

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 V (G) is Lower than by 0.01%

0.94%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 6 Months, i.e 66.67% 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