SBI Long Term Equity Fund (IDCW) Equity - Tax Planning
Plan: OPEN | Option: Dividend | Dinesh Balachandran
12 May 25 | 12:00 AM
86.02 2.77 (3.33%)
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 (IDCW), has beaten BSE 500 TRI by 5.73% (CAGR difference)
11.69%
Outperforms
This is +ve Alpha
Performance Chart for Rs
Invested in
13 May 2024
Risk
In last 1 year , the volatility of SBI Long Term Equity Fund (IDCW) is Lower than BSE 500 TRI by -3.35%
0.96%
Less Volatile
Risk Meter
Consistency
For 6 out of Last 10 Months, i.e 60% 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, 18 Stocks beating the benchmark 41 Stocks not beating the benchmark
