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

Plan: OPEN | Option: Growth | Dinesh Balachandran

20 Dec 24 | 12:00 AM

55.03 -1.11 (-1.97%)

  • Outperforms

    14.83%

    Return (1Y)

    beaten Monthly Income Plans - Long Term by 2.55%

  • More Volatile

    0.49%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Long Term by 0.14%

  • Not so consistent

    5/12

    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 7th 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 6th best in 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 2.55% (CAGR difference)

14.83%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

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 0.14%

0.49%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% 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, 31 Stocks beating the benchmark 21 Stocks not beating the benchmark

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