Plan: OPEN | Option: Dividend | Umeshkumar Mehta

19 Jun 25 | 12:00 AM

10.32 -0.06 (-0.58%)

  • Underperforms

    -3.55%

    Return (1Y)

    underperformed Hybrid - Asset Allocation by -6.57%

  • More Volatile

    0.72%

    Standard Deviation (1Y)

    Higher than Hybrid - Asset Allocation by 0.23%

  • Consistent

    8/12

    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 -6.57% (CAGR difference)

-3.55%

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 (IDCW),is Higher than its benchmark, Hybrid - Asset Allocation by 0.23%

0.72%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% 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, 52 Stocks beating the benchmark 6 Stocks not beating the benchmark

View Stock Composition