Market Snapshot
  • BSE Sensex: 83712.51 0.32%
  • BSE 500: 36999.02 0.14%
  • BSE 200: 11581.41 0.18%
  • BSE 100: 26750.87 0.23%
  • BSE MidCap: 46748.41 0.01%
  • BSE SmallCap: 54558.85 -0.17%
  • BSE BANKEX: 64036.82 0.72%
  • BSE IT: 38176.09 0.28%
  • Nifty 50: 25522.5 0.24%
  • Nifty 500: 23572.55 0.09%
  • Nifty 200: 14233.25 0.14%
  • Nifty 100: 26126.05 0.20%
  • Nifty Midcap 100: 59415.45 -0.17%
  • Nifty Small 100: 18895.2 -0.29%
  • Nifty IT: 38983.25 0.30%
  • Nifty PSU Bank: 7123.2 -0.25%
News:
  • Belrise Industries ends sharpl...
  • Edelweiss Financial to underta...
  • Macrotech Developers achieves ...
  • SPML Infra secures Rs 205-cror...
  • Ventive Hospitality jumps afte...
  • Euro to INR:  100.05 -0.55%
  • Pound to INR:  115.91 -0.58%
  • Yen to INR:  0.59 -0.66%
  • Dollar to INR:  84.98 -0.53%
My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Dinesh Balachandran

07 Jul 25 | 12:00 AM

26.72 -0.04 (-0.13%)

  • Underperforms

    8.32%

    Return (1Y)

    underperformed Monthly Income Plans - Long Term by -0.66%

  • More Volatile

    0.45%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Long Term by 0.12%

  • Not so consistent

    5/12

    Months

    Has beaten Monthly Income Plans - Long Term

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVSep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9SBI Multi Asset Allocation Fund (IDCW-M)

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-M), has Underperformed its benchmark, Monthly Income Plans - Long Term by -0.66% (CAGR difference)

8.32%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.98.308.358.408.458.508.558.608.658.708.758.808.858.908.959.00
JavaScript chart by amCharts 3.20.9SBI Multi Asset Allocation Fund (IDCW-M) Monthly Income Plans - Long Term

Risk

In last 1 year , the volatility of SBI Multi Asset Allocation Fund (IDCW-M),is Higher than its benchmark, Monthly Income Plans - Long Term by 0.12%

0.45%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.310.320.330.340.350.360.370.380.390.400.410.420.430.440.450.46
JavaScript chart by amCharts 3.20.9SBI Multi Asset Allocation Fund (IDCW-M) Monthly Income Plans - Long Term

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

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-505
JavaScript chart by amCharts 3.20.9SBI Multi Asset Allocation Fund (IDCW-M) Monthly Income Plans - Long Term
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-101
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 18 Stocks beating the benchmark 39 Stocks not beating the benchmark

View Stock Composition