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

Plan: OPEN | Option: Dividend | Dinesh Balachandran

25 Oct 24 | 12:00 AM

87.21 -0.73 (-0.83%)

  • Outperforms

    51.37%

    Return (1Y)

    beaten BSE 500 TRI by 16.67%

  • Less Volatile

    0.89%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.04%

  • Not so consistent

    5/6

    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 16.67% (CAGR difference)

51.37%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

21 Nov 2023

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (IDCW) is Lower than by -0.04%

0.89%

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