Plan: OPEN | Option: Growth | Abhishek Singh

25 Oct 24 | 12:00 AM

341.75 -2.37 (-0.69%)

  • Outperforms

    30.88%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 3.10%

  • Less Volatile

    0.64%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.01%

  • Consistent

    8/11

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Scheme Trivia

  • DSP BR Balanced Fund - (G) fund has been the 4th best in the 5Y SIP performance in the Hybrid - Equity Oriented category

  • DSP BR Balanced Fund - (G) fund has been the 4th best in the 3Y SIP performance in the Hybrid - Equity Oriented category

  • DSP BR Balanced Fund - (G) fund has been the 4th best in the 1Y SIP performance in the Hybrid - Equity Oriented category

Critical Parameters

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Returns

In last 1 year DSP Equity & Bond Fund - (G), has beaten its benchmark, Hybrid - Equity Oriented by 3.10% (CAGR difference)

30.88%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of DSP Equity & Bond Fund - (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.01%

0.64%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 11 Months, i.e 72.73% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 25 Stocks beating the benchmark 20 Stocks not beating the benchmark

View Stock Composition