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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Neeraj Kumar

12 May 25 | 12:00 AM

22.17 0.33 (1.51%)

  • Underperforms

    9.09%

    Return (1Y)

    underperformed Hybrid - Arbitrage Oriented by -0.18%

  • More Volatile

    0.38%

    Standard Deviation (1Y)

    Higher than Hybrid - Arbitrage Oriented by 0.09%

  • Consistent

    7/12

    Months

    Has beaten Hybrid - Arbitrage Oriented

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9SBI Equity Savings Fund (IDCW-Q)

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 Equity Savings Fund (IDCW-Q), has Underperformed its benchmark, Hybrid - Arbitrage Oriented by -0.18% (CAGR difference)

9.09%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.99.089.109.129.149.169.189.209.229.249.269.28
JavaScript chart by amCharts 3.20.9SBI Equity Savings Fund (IDCW-Q) Hybrid - Arbitrage Oriented

Risk

In last 1 year , the volatility of SBI Equity Savings Fund (IDCW-Q),is Higher than its benchmark, Hybrid - Arbitrage Oriented by 0.09%

0.38%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.280.290.300.310.320.330.340.350.360.370.380.39
JavaScript chart by amCharts 3.20.9SBI Equity Savings Fund (IDCW-Q) Hybrid - Arbitrage Oriented

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark, Hybrid - Arbitrage Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 31 Stocks beating the benchmark 58 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition