SBI Long Term Equity Fund (D) Equity - Tax Planning

Plan: OPEN | Option: Dividend | Dinesh Balachandran

10 Aug 20 | 12:00 AM

35.57 0.75 (2.17%)

  • Outperforms

    5.77%

    Return (1Y)

    beaten S&P BSE 100 TRI by 1.13%

  • Less Volatile

    1.71%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.66%

  • Consistent

    7/12

    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 (D), has beaten by 1.13% (CAGR difference)

5.77%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (D) is Lower than by -0.66%

1.71%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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