Aditya Birla Sun Life - Individual Protector Fund

  • NAV / 1-Day Return
    49.11 / 0.16%
  • Total Assets (mil)
    3693.00
  • Status
    Open Ended
  • Avg Credit Quality
    AAA
  • Category
    Conservative Allocation
  • Index
    Multiple
  • Investment Style
    Large Blend
  • Credit Quality / Interest Rate Sensitivity
    High/Moderate

Morningstar Risk & Rating Statistics

08/31/2020 3-Year 5-Year 10-Year
Rating, risk, and return values are relative to each fund’s Morningstar Category.  Click here to see our methodology.
Morningstar Return      
0P0000NNDE Above Average Above Average Average
Morningstar Risk      
0P0000NNDE Low Low Low
Morningstar Rating      
0P0000NNDE
# of Funds in Category 68 67 58

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
08/31/2020
0P0000NNDE 3.19 7.14 0.37 0.58
Category: Conservative Allocation 5.86 5.65 0.00 0.03
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
08/31/2020
0P0000NNDE 3.35 8.38 0.60 0.96
Category: Conservative Allocation 5.53 7.42 0.24 0.37
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
08/31/2020
0P0000NNDE 3.40 8.33 0.29 0.42
Category: Conservative Allocation 5.52 7.93 0.13 0.20
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
08/31/2020
0P0000NNDE 4.06 8.65 0.39 0.66
Category: Conservative Allocation 6.37 9.11 0.34 0.54

Upside & Downside Capture Ratio

1-Year 3-Year 5-Year 10-Year 15-Year
All ratios calculated vs. CRISIL Hybrid 85+15 - ConservativeTR INR. View our glossary definition here.
08/31/2020
0P0000NNDE73.37
69.26
84.22
68.64
87.73
78.78
87.39
66.98
87.94
56.32
Category: Conservative Allocation91.63
177.57
89.02
147.66
93.15
143.76
98.60
132.69
104.62
114.19
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