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

Plan: OPEN | Option: Growth | Dinesh Balachandran

25 Oct 24 | 12:00 AM

430.17 -3.59 (-0.83%)

  • Outperforms

    51.37%

    Return (1Y)

    beaten BSE 500 TRI by 16.67%

  • Less Volatile

    0.90%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.05%

  • Not so consistent

    5/6

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

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

  • SBI Magnum Tax Gain Scheme (G) fund has been given the 3rd 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 16.67% (CAGR difference)

51.37%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

24 Nov 2023

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (G) is Lower than by -0.05%

0.90%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 6 Months, i.e 83.33% 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