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

Plan: CLOSE | Option: Growth | Mohan Lal

17 Jun 25 | 12:00 AM

30.62 -0.19 (-0.61%)

  • Outperforms

    27.97%

    Return (1Y)

    beaten BSE 500 TRI by 22.00%

  • Less Volatile

    1.04%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.05%

  • Consistent

    7/9

    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 22.00% (CAGR difference)

27.97%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

18 Jun 2024

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series V (G) is Lower than by -3.05%

1.04%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 9 Months, i.e 77.78% 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