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SBI Multi Asset Allocation Fund (G) Monthly Income Plans - Long Term
INVEST

Plan: OPEN | Option: Growth | Dinesh Balachandran

17 Jun 25 | 12:00 AM

58.93 -0.03 (-0.05%)

  • Underperforms

    9.17%

    Return (1Y)

    underperformed Monthly Income Plans - Long Term by -0.23%

  • More Volatile

    0.45%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Long Term by 0.13%

  • Not so consistent

    6/12

    Months

    Has beaten Monthly Income Plans - Long Term

  • Value research rating

    Not Rated

Scheme Trivia

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

  • SBI Multi Asset Allocation Fund (G) fund has been given the 6th 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 underperformed its benchmark, Monthly Income Plans - Long Term by -0.23% (CAGR difference)

9.17%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

18 Jun 2024

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 0.13%

0.45%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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, 21 Stocks beating the benchmark 34 Stocks not beating the benchmark

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