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Samco Dynamic Asset Allocation Fund-Reg (IDCW) Hybrid - Asset Allocation
INVEST

Plan: OPEN | Option: Dividend | Umeshkumar Mehta

12 Dec 25 | 12:00 AM

10.32 0.05 (0.49%)

  • Underperforms

    -8.43%

    Return (1Y)

    underperformed Hybrid - Asset Allocation by -11.57%

  • More Volatile

    0.52%

    Standard Deviation (1Y)

    Higher than Hybrid - Asset Allocation by 0.09%

  • Not so consistent

    4/12

    Months

    Has beaten 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 (IDCW), has underperformed its benchmark, Hybrid - Asset Allocation by -11.57% (CAGR difference)

-8.43%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

15 Dec 2024

Risk

In last 1 year , the volatility of Samco Dynamic Asset Allocation Fund-Reg (IDCW),is Higher than its benchmark, Hybrid - Asset Allocation by 0.09%

0.52%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% 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, 56 Stocks beating the benchmark 7 Stocks not beating the benchmark

View Stock Composition