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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Dhaval Gala

13 Jun 25 | 12:00 AM

23.56 -0.14 (-0.59%)

  • Underperforms

    12.25%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -6.60%

  • Less Volatile

    0.97%

    Standard Deviation (1Y)

    Lower Equity - Banking by -0.06%

  • Not so consistent

    4/12

    Months

    Has beaten Equity - Banking

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Aditya Birla SL Banking&Financial Services (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Aditya Birla SL Banking&Financial Services (IDCW), has underperformed Nifty Financial Services TRI by -6.59% (CAGR difference)

12.25%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.912.012.513.013.514.014.515.015.516.016.517.017.518.018.519.019.5
JavaScript chart by amCharts 3.20.9Aditya Birla SL Banking&Financial Services (IDCW) Nifty Financial Services TRI

Risk

In last 1 year , the volatility of Aditya Birla SL Banking&Financial Services (IDCW) is Lower than Nifty Financial Services TRI by -0.06%

0.97%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.9650.9700.9750.9800.9850.9900.9951.0001.0051.0101.0151.0201.0251.0301.035
JavaScript chart by amCharts 3.20.9Aditya Birla SL Banking&Financial Services (IDCW) Nifty Financial Services TRI

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It beaten its benchmark, Equity - Banking

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-1001020
JavaScript chart by amCharts 3.20.9Aditya Birla SL Banking&Financial Services (IDCW) Nifty Financial Services TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-3-2-101
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 21 Stocks beating the benchmark 13 Stocks not beating the benchmark

View Stock Composition