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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Rohit Shimpi

12 May 25 | 12:00 AM

14.63 0.48 (3.41%)

  • Underperforms

    3.14%

    Return (1Y)

    underperformed Nifty 500 TRI by -7.58%

  • Less Volatile

    0.93%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.23%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9SBI Dividend Yield Fund - Regular (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 SBI Dividend Yield Fund - Regular (IDCW), has underperformed Nifty 500 TRI by -7.58% (CAGR difference)

3.14%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.93.03.54.04.55.05.56.06.57.07.58.08.59.09.510.010.511.0
JavaScript chart by amCharts 3.20.9SBI Dividend Yield Fund - Regular (IDCW) Nifty 500 TRI

Risk

In last 1 year , the volatility of SBI Dividend Yield Fund - Regular (IDCW) is Lower than Nifty 500 TRI by -0.23%

0.93%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.920.940.960.981.001.021.041.061.081.101.121.141.161.18
JavaScript chart by amCharts 3.20.9SBI Dividend Yield Fund - Regular (IDCW) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9SBI Dividend Yield Fund - Regular (IDCW) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-2024
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, 14 Stocks beating the benchmark 32 Stocks not beating the benchmark

View Stock Composition