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

Plan: OPEN | Option: Dividend | Umeshkumar Mehta

21 Aug 26 | 12:00 AM

10.17 0.03 (0.30%)

  • Underperforms

    -2.77%

    Return (1Y)

    underperformed Hybrid - Asset Allocation by -5.70%

  • Less Volatile

    0.62%

    Standard Deviation (1Y)

    Lower than Hybrid - Asset Allocation by -0.13%

  • Inconsistent

    2/12

    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 (IDCW), has underperformed its benchmark, Hybrid - Asset Allocation by -5.70% (CAGR difference)

-2.77%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

24 Aug 2025

Risk

In last 1 year , the volatility of Samco Dynamic Asset Allocation Fund-Reg (IDCW),is Lower than its benchmark, Hybrid - Asset Allocation by -0.13%

0.62%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% 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, 61 Stocks beating the benchmark 9 Stocks not beating the benchmark

View Stock Composition