Plan: OPEN | Option: Growth | Dinesh Balachandran

28 Mar 24 | 12:00 AM

370.95 2.04 (0.55%)

  • Outperforms

    62.39%

    Return (1Y)

    beaten by 18.79%

  • Less Volatile

    0.65%

    Standard Deviation (1Y)

    Lower than by -0.10%

  • Consistent

    9/12

    Months

    Has beaten

  • Value research rating

Scheme Trivia

  • SBI Magnum Tax Gain Scheme (G) fund has topped the 5Y performance in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has been given the best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • SBI Magnum Tax Gain Scheme (G) fund has topped the 5Y 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 its benchmark, by 18.79% (CAGR difference)

62.39%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Long Term Equity Fund (G),is Lower than its benchmark, by -0.10%

0.65%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% of the times It has beaten its benchmark,

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 44 Stocks beating the benchmark 19 Stocks not beating the benchmark

View Stock Composition