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

Plan: OPEN | Option: Growth | Dinesh Balachandran

17 Feb 25 | 12:00 AM

398.69 -0.23 (-0.06%)

  • Outperforms

    8.85%

    Return (1Y)

    beaten BSE 500 TRI by 6.11%

  • Less Volatile

    0.89%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.61%

  • Consistent

    9/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • SBI Magnum Tax Gain Scheme (G) fund has been given the 10th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has been given the 10th best Risk adjusted performance for the past 3Y in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has been given the 10th best Risk adjusted performance for the past 1Y in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year SBI Long Term Equity Fund (G), has beaten by 6.11% (CAGR difference)

8.85%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (G) is Lower than by -3.61%

0.89%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% 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