Plan: OPEN | Option: Dividend | Ruchit Mehta

22 Oct 18 | 12:00 AM

15.10 -0.05 (-0.34%)

  • Underperforms

    0.33%

    Return (1Y)

    underperformed Monthly Income Plans - Long Term by -3.65%

  • Less Volatile

    0.17%

    Standard Deviation (1Y)

    Lower than Monthly Income Plans - Long Term by -0.03%

  • Not so consistent

    4/12

    Months

    Has beaten Monthly Income Plans - Long Term

  • Value research rating

    Not Rated

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 Multi Asset Allocation Fund (Div-A), has underperformed its benchmark, Monthly Income Plans - Long Term by -3.65% (CAGR difference)

0.33%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI Multi Asset Allocation Fund (Div-A),is Lower than its benchmark, Monthly Income Plans - Long Term by -0.03%

0.17%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Monthly Income Plans - Long Term

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 9 Stocks beating the benchmark 14 Stocks not beating the benchmark

View Stock Composition