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SBI Multi Asset Allocation Fund (G) Monthly Income Plans - Long Term
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Plan: OPEN | Option: Growth | Gaurav Mehta

10 Jul 20 | 12:00 AM

29.86 -0.01 (-0.02%)

  • Outperforms

    9.78%

    Return (1Y)

    beaten Monthly Income Plans - Long Term by 8.92%

  • Less Volatile

    0.86%

    Standard Deviation (1Y)

    Lower than Monthly Income Plans - Long Term by -0.19%

  • Consistent

    9/12

    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 2nd best in 5Y performance in the Monthly Income Plans - Long Term category

  • SBI Multi Asset Allocation Fund (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Long Term category

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

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 (G), has beaten its benchmark, Monthly Income Plans - Long Term by 8.92% (CAGR difference)

9.78%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

12 Jul 2019

Risk

In last 1 year , the volatility of SBI Multi Asset Allocation Fund (G),is Lower than its benchmark, Monthly Income Plans - Long Term by -0.19%

0.86%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% 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, 28 Stocks beating the benchmark 22 Stocks not beating the benchmark

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