LIC of India - Jeevan Plus Growth

  • NAV / 1-Day Return
    56.00 / 0.74%
  • Total Assets (mil)
  • Status
    Open Ended
  • Avg Credit Quality
  • Category
    Aggressive Allocation
  • Index
    Multiple
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity

Morningstar Risk & Rating Statistics

12/31/2021 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      
0P0000NPC3 Below Average Low Below Average
Morningstar Risk      
0P0000NPC3 Low Low Low
Morningstar Rating      
0P0000NPC3
# of Funds in Category 51 51 47

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NPC3 11.88 11.74 0.61 0.85
Category: Aggressive Allocation 15.17 14.42 0.67 0.96
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NPC3 10.39 10.23 0.48 0.68
Category: Aggressive Allocation 13.33 13.19 0.60 0.88
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NPC3 10.40 10.68 0.40 0.60
Category: Aggressive Allocation 12.56 12.64 0.49 0.75
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NPC3 12.63 9.62 0.27 0.40
Category: Aggressive Allocation 15.38 9.76 0.26 0.38

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.
12/31/2021
0P0000NPC382.39
43.45
78.68
86.13
78.47
91.27
83.01
93.43
84.46
83.58
Category: Aggressive Allocation103.93
112.43
99.22
111.09
96.90
110.24
96.37
107.03
91.48
92.29
Top
Mutual Fund Tools
Ask Morningstar
Feedback