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My Portfolio:
  • 0.00 0

SBI Flexi Cap Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | R Srinivasan

12 May 25 | 12:00 AM

47.59 1.45 (3.15%)

  • Outperforms

    8.42%

    Return (1Y)

    beaten BSE 500 TRI by 2.46%

  • Less Volatile

    0.87%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -3.44%

  • Consistent

    7/10

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

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 Flexi Cap Fund (IDCW), has beaten BSE 500 TRI by 2.46% (CAGR difference)

8.42%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.95.86.06.26.46.66.87.07.27.47.67.88.08.28.48.6
JavaScript chart by amCharts 3.20.9SBI Flexi Cap Fund (IDCW) BSE 500 TRI

Risk

In last 1 year , the volatility of SBI Flexi Cap Fund (IDCW) is Lower than BSE 500 TRI by -3.44%

0.87%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.5
JavaScript chart by amCharts 3.20.9SBI Flexi Cap Fund (IDCW) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 10 Months, i.e 70% 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 ComparisonJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9SBI Flexi Cap Fund (IDCW) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJan-4-202
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, 22 Stocks beating the benchmark 31 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition