Plan: OPEN | Option: Growth | Ruchit Mehta

24 May 19 | 12:00 AM

26.61 0.26 (0.99%)

  • Underperforms

    2.27%

    Return (1Y)

    underperformed Monthly Income Plans - Long Term by -3.52%

  • More Volatile

    0.25%

    Standard Deviation (1Y)

    Higher 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

Scheme Trivia

  • SBI Multi Asset Allocation Fund (G) fund has been the 10th best in 5Y performance in the Monthly Income Plans - Long Term category

  • SBI Multi Asset Allocation Fund (G) fund has been given the 9th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Long Term category

  • SBI Multi Asset Allocation Fund (G) fund has been the 9th best in the 5Y SIP performance in the Monthly Income Plans - Long Term category

Critical Parameters

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Returns

In last 1 year SBI Multi Asset Allocation Fund (G), has underperformed its benchmark, Monthly Income Plans - Long Term by -3.52% (CAGR difference)

2.27%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

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

0.25%

More 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, 16 Stocks beating the benchmark 34 Stocks not beating the benchmark

View Stock Composition