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My Portfolio:
  • 0.00 0

Plan: CLOSE | Option: Growth | Mohan Lal

31 Mar 25 | 12:00 AM

26.78 -0.00 (-0.01%)

  • Outperforms

    27.50%

    Return (1Y)

    beaten BSE 500 TRI by 29.29%

  • Less Volatile

    1.07%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.44%

  • Consistent

    9/11

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVMar 03Apr 0324.624.724.824.925.0
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series V (G)

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 topped the 5Y SIP performance in the Equity - Tax Planning category

  • 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

  • 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 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 BSE 500 TRI by 29.30% (CAGR difference)

27.50%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-4-2024681012141618202224262830
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series V (G) BSE 500 TRI

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series V (G) is Lower than BSE 500 TRI by -3.44%

1.07%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.55.0
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series V (G) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 11 Months, i.e 81.82% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9SBI Long Term Advantage Fund - Series V (G) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-50510
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 14 Stocks beating the benchmark 11 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition