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

Plan: OPEN | Option: Growth | Dinesh Balachandran

22 Sep 20 | 12:00 AM

139.70 -1.39 (-0.99%)

  • Outperforms

    2.54%

    Return (1Y)

    beaten S&P BSE 100 TRI by 5.45%

  • Less Volatile

    1.66%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.60%

  • Consistent

    7/12

    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 5.45% (CAGR difference)

2.54%

Outperforms

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 -0.60%

1.66%

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