Plan: OPEN | Option: Growth | Ashutosh Shirwaikar

25 Oct 24 | 12:00 AM

26.25 -0.01 (-0.05%)

  • Underperforms

    10.71%

    Return (1Y)

    underperformed Hybrid - Debt Oriented by -4.33%

  • Less Volatile

    0.15%

    Standard Deviation (1Y)

    Lower than Hybrid - Debt Oriented by -0.11%

  • Inconsistent

    2/11

    Months

    Has underperformed Hybrid - Debt Oriented

  • Value research rating

    Not Rated

Scheme Trivia

  • Peerless Income Plus Fund (G) fund has been given the 7th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Short Term category

  • Peerless Income Plus Fund (G) fund has been given the 7th best Risk adjusted performance for the past 3Y in the Monthly Income Plans - Short Term category

  • Peerless Income Plus Fund (G) fund has been given the 7th best Risk adjusted performance for the past 1Y in the Monthly Income Plans - Short Term category

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 Navi Conservative Hybrid Fund (G), has underperformed its benchmark, Hybrid - Debt Oriented by -4.33% (CAGR difference)

10.71%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Navi Conservative Hybrid Fund (G),is Lower than its benchmark, Hybrid - Debt Oriented by -0.11%

0.15%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 11 Months, i.e 18.18% 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, 7 Stocks beating the benchmark 6 Stocks not beating the benchmark

View Stock Composition