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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Harsh Sethi

10 Jun 25 | 12:00 AM

18.74 0.01 (0.03%)

  • Underperforms

    9.36%

    Return (1Y)

    underperformed Nifty Midcap 150 TRI by -1.07%

  • Less Volatile

    1.17%

    Standard Deviation (1Y)

    Lower Equity - Index by -0.20%

  • Inconsistent

    2/12

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVDec 05
JavaScript chart by amCharts 3.20.9SBI Nifty Midcap 150 Index 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 Nifty Midcap 150 Index Fund - Regular (IDCW), has underperformed Nifty Midcap 150 TRI by -1.06% (CAGR difference)

9.36%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Nifty Midcap 150 Index Fund - Regular (IDCW) is Lower than Nifty Midcap 150 TRI by -0.20%

1.17%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% of the times It underperformed its benchmark, Equity - Index

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9SBI Nifty Midcap 150 Index Fund - Regular (IDCW) Nifty Midcap 150 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1012
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, 63 Stocks beating the benchmark 86 Stocks not beating the benchmark

View Stock Composition