DHFL Pramerica Life - Balanced Fund

  • NAV / 1-Day Return
    27.10 / -0.44%
  • Total Assets (mil)
    0.00
  • Status
    Open Ended
  • Avg Credit Quality
  • Category
    Balanced Allocation
  • Index
    Multiple
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity

Morningstar Risk & Rating Statistics

06/30/2020 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      
0P0000NNE2 Above Average Above Average Average
Morningstar Risk      
0P0000NNE2 Low Low Low
Morningstar Rating      
0P0000NNE2
# of Funds in Category 89 89 81

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
07/31/2020
0P0000NNE2 6.72 5.80 0.00 0.00
Category: Balanced Allocation 9.86 4.04 0.16 0.24
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
07/31/2020
0P0000NNE2 6.13 7.39 0.18 0.27
Category: Balanced Allocation 9.03 5.97 0.35 0.50
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
07/31/2020
0P0000NNE2 6.96 7.38 0.04 0.05
Category: Balanced Allocation 8.90 7.37 0.38 0.58
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
07/31/2020
0P0000NNE2
Category: Balanced Allocation 10.32 9.58 0.55 0.84

Upside & Downside Capture Ratio

1-Year 3-Year 5-Year 10-Year 15-Year
All ratios calculated vs. CRISIL Hybrid 35+65 - Agg TR INR. View our glossary definition here.
07/31/2020
0P0000NNE253.60
40.08
56.97
39.81
58.99
37.98
62.78
50.16

Category: Balanced Allocation




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