Plan: OPEN | Option: Growth | Dinesh Balachandran

02 Jul 21 | 12:00 AM

15.95 0.03 (0.18%)

  • Outperforms

    25.12%

    Return (1Y)

    beaten Hybrid - Asset Allocation by 6.05%

  • More Volatile

    0.69%

    Standard Deviation (1Y)

    Higher than Hybrid - Asset Allocation by 0.26%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Asset Allocation

  • Value research rating

Scheme Trivia

  • SBI Dynamic Asset Allocation Fund (G) fund has topped the 5Y performance in the Hybrid - Asset Allocation category

  • SBI Dynamic Asset Allocation Fund (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Hybrid - Asset Allocation category

  • SBI Dynamic Asset Allocation Fund (G) fund has topped the 5Y SIP performance in the Hybrid - Asset Allocation category

Critical Parameters

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Returns

In last 1 year SBI Dynamic Asset Allocation Fund (G), has beaten its benchmark, Hybrid - Asset Allocation by 6.05% (CAGR difference)

25.12%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Dynamic Asset Allocation Fund (G),is Higher than its benchmark, Hybrid - Asset Allocation by 0.26%

0.69%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Asset Allocation

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 21 Stocks beating the benchmark 9 Stocks not beating the benchmark

View Stock Composition