Plan: OPEN | Option: Growth | Dhaval Shah

19 Apr 24 | 12:00 AM

58.85 -0.01 (-0.02%)

  • Underperforms

    10.69%

    Return (1Y)

    underperformed Hybrid - Debt Oriented by -3.07%

  • Less Volatile

    0.15%

    Standard Deviation (1Y)

    Lower than Hybrid - Debt Oriented by -0.05%

  • Inconsistent

    1/12

    Months

    Has underperformed Hybrid - Debt Oriented

  • Value research rating

Scheme Trivia

  • Birla Sun Life MIP II - Wealth 25 (G) fund has been the 6th best in 5Y performance in the Monthly Income Plans - Long Term category

  • Birla Sun Life MIP II - Wealth 25 (G) fund has been given the 6th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Long Term category

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

Critical Parameters

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Returns

In last 1 year Aditya Birla SL Regular Savings Fund (G), has underperformed its benchmark, Hybrid - Debt Oriented by -3.07% (CAGR difference)

10.69%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Aditya Birla SL Regular Savings Fund (G),is Lower than its benchmark, Hybrid - Debt Oriented by -0.05%

0.15%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 12 Months, i.e 8.33% of the times It has beaten its benchmark, Hybrid - Debt Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 27 Stocks beating the benchmark 12 Stocks not beating the benchmark

View Stock Composition