Plan: OPEN | Option: Growth | Satyabrata Mohanty

09 Jul 20 | 12:00 AM

39.01 0.13 (0.33%)

  • Underperforms

    -1.33%

    Return (1Y)

    underperformed by -5.89%

  • More Volatile

    0.51%

    Standard Deviation (1Y)

    Higher Hybrid - Debt Oriented by 0.02%

  • Inconsistent

    3/12

    Months

    Has underperformed Hybrid - Debt Oriented

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Birla Sun Life MIP II - Wealth 25 (Payment) fund has been the 8th best in 5Y performance in the Monthly Income Plans - Long Term category

  • Birla Sun Life MIP II - Wealth 25 (Payment) fund has been given the 7th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Long Term category

  • Birla Sun Life MIP II - Wealth 25 (Payment) fund has been the 7th best in the 5Y SIP performance in the Monthly Income Plans - Long Term category

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 Regular Savings Fund (Payment), has underperformed by -5.89% (CAGR difference)

-1.33%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Aditya Birla SL Regular Savings Fund (Payment) is Higher than by 0.02%

0.51%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed its benchmark, Hybrid - Debt Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition