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

Plan: OPEN | Option: Dividend | Dinesh Balachandran

11 Mar 26 | 12:00 AM

37.10 -0.17 (-0.46%)

  • Outperforms

    21.87%

    Return (1Y)

    beaten Monthly Income Plans - Long Term by 4.68%

  • More Volatile

    0.47%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Long Term by 0.13%

  • Consistent

    9/12

    Months

    Has beaten Monthly Income Plans - Long Term

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year SBI Multi Asset Allocation Fund (IDCW-A), has beaten its benchmark, Monthly Income Plans - Long Term by 4.68% (CAGR difference)

21.87%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

12 Mar 2025

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 0.13%

0.47%

More 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, 32 Stocks beating the benchmark 31 Stocks not beating the benchmark

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