Plan: OPEN | Option: Growth | Umeshkumar Mehta

17 Feb 26 | 12:00 AM

10.30 0.02 (0.19%)

  • Underperforms

    1.48%

    Return (1Y)

    underperformed Hybrid - Asset Allocation by -7.39%

  • More Volatile

    0.54%

    Standard Deviation (1Y)

    Higher than Hybrid - Asset Allocation by 0.11%

  • Inconsistent

    3/12

    Months

    Has underperformed Hybrid - Asset Allocation

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year Samco Dynamic Asset Allocation Fund-Reg (G), has underperformed its benchmark, Hybrid - Asset Allocation by -7.39% (CAGR difference)

1.48%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Samco Dynamic Asset Allocation Fund-Reg (G),is Higher than its benchmark, Hybrid - Asset Allocation by 0.11%

0.54%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It has beaten its benchmark, Hybrid - Asset Allocation

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 69 Stocks beating the benchmark 4 Stocks not beating the benchmark

View Stock Composition