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

Plan: OPEN | Option: Dividend | Dinesh Balachandran

20 Dec 24 | 12:00 AM

86.03 -3.36 (-3.76%)

  • Underperforms

    32.96%

    Return (1Y)

    underperformed BSE 500 TRI by -1.74%

  • Less Volatile

    0.88%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.06%

  • Not so consistent

    5/5

    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 (IDCW), has beaten by -1.74% (CAGR difference)

32.96%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (IDCW) is Lower than by -0.06%

0.88%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 5 Months, i.e 100% 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