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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Nirali Bhansali

20 Jun 25 | 12:00 AM

11.77 0.05 (0.43%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -6.21%

  • Less Volatile

    0.62%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.03%

  • Not so consistent

    5/7

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Samco Multi Asset Allocation Fund - Regular (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Samco Multi Asset Allocation Fund - Regular (G), has Underperformed its benchmark, Hybrid - Equity Oriented by -6.21% (CAGR difference)

NA

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.000.501.001.502.002.503.003.504.004.505.005.506.006.50
JavaScript chart by amCharts 3.20.9Samco Multi Asset Allocation Fund - Regular (G) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Samco Multi Asset Allocation Fund - Regular (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.03%

0.62%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.620.630.640.65
JavaScript chart by amCharts 3.20.9Samco Multi Asset Allocation Fund - Regular (G) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 7 Months, i.e 71.43% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Samco Multi Asset Allocation Fund - Regular (G) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJan-50510
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 50 Stocks beating the benchmark 9 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition