Plan: OPEN | Option: Dividend | Umeshkumar Mehta

05 Jun 26 | 12:00 AM

10.24 -0.03 (-0.29%)

  • Underperforms

    -1.44%

    Return (1Y)

    underperformed Hybrid - Asset Allocation by -4.08%

  • More Volatile

    0.58%

    Standard Deviation (1Y)

    Higher than Hybrid - Asset Allocation by 0.11%

  • 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 -4.08% (CAGR difference)

-1.44%

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 0.11%

0.58%

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, 76 Stocks beating the benchmark 0 Stocks not beating the benchmark

View Stock Composition