SBI Long Term Equity Fund (D) Equity - Tax Planning

Plan: OPEN | Option: Dividend | Dinesh Balachandran

06 Jul 20 | 12:00 AM

32.90 0.40 (1.24%)

  • Underperforms

    -8.87%

    Return (1Y)

    underperformed S&P BSE 100 TRI by -3.00%

  • Less Volatile

    1.71%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.65%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year SBI Long Term Equity Fund (D), has beaten by -3.00% (CAGR difference)

-8.87%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (D) is Lower than by -0.65%

1.71%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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