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

Plan: CLOSE | Option: Dividend | Mohan Lal

08 Dec 25 | 12:00 AM

30.71 -0.47 (-1.50%)

  • Outperforms

    8.34%

    Return (1Y)

    beaten BSE 500 TRI by 2.38%

  • Less Volatile

    0.90%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.47%

  • Inconsistent

    1/3

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year SBI Long Term Advantage Fund - Series V (IDCW), has underperformed by 2.38% (CAGR difference)

8.34%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

09 Dec 2024

Risk

In last 1 year , the volatility of SBI Long Term Advantage Fund - Series V (IDCW) is Lower than by -2.47%

0.90%

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