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SBI Multi Asset Allocation Fund (IDCW-A) Monthly Income Plans - Long Term
Invest

Plan: OPEN | Option: Dividend | Dinesh Balachandran

01 Jul 22 | 12:00 AM

20.22 0.09 (0.43%)

  • Underperforms

    1.00%

    Return (1Y)

    underperformed Monthly Income Plans - Long Term by -2.12%

  • More Volatile

    0.41%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Long Term by 0.11%

  • Inconsistent

    2/12

    Months

    Has underperformed 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 (IDCW-A), has underperformed its benchmark, Monthly Income Plans - Long Term by -2.12% (CAGR difference)

1.00%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

03 Jul 2021

Risk

In last 1 year , the volatility of SBI Multi Asset Allocation Fund (IDCW-A),is Higher than its benchmark, Monthly Income Plans - Long Term by 0.11%

0.41%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% 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, 18 Stocks beating the benchmark 38 Stocks not beating the benchmark

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