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

Plan: OPEN | Option: Growth | Dinesh Balachandran

02 Feb 23 | 12:00 AM

233.55 0.73 (0.32%)

  • Outperforms

    2.73%

    Return (1Y)

    beaten S&P BSE 500 TRI by 2.32%

  • Less Volatile

    1.00%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.67%

  • Consistent

    8/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • SBI Magnum Tax Gain Scheme (G) fund has been the 9th best in 5Y performance in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has been given the 7th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has been the 5th best in 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 Equity Fund (G), has beaten by 2.32% (CAGR difference)

2.73%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

04 Feb 2022

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (G) is Lower than by -0.67%

1.00%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% 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