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

Plan: OPEN | Option: Growth | Dinesh Balachandran

21 Jan 21 | 12:00 AM

178.95 -1.22 (-0.68%)

  • Underperforms

    21.44%

    Return (1Y)

    underperformed S&P BSE 100 TRI by -0.19%

  • Less Volatile

    1.70%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.67%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • SBI Magnum Tax Gain Scheme (G) fund has been the 2nd best in the 5Y SIP performance in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has been the 2nd best in the 3Y SIP performance in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has been the 2nd best in the 1Y SIP performance in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year SBI Long Term Equity Fund (G), has beaten by -0.19% (CAGR difference)

21.44%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (G) is Lower than by -0.67%

1.70%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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