Shriram Life - Wealth Creator

  • NAV / 1-Day Return
    16.73 / 0.24%
  • Total Assets (mil)
  • Status
    Open Ended
  • Avg Credit Quality
  • Category
    Multi-Cap
  • Index
    IISL Nifty 50 PR INR
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity

Morningstar Risk & Rating Statistics

11/30/2019 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      
0P0000NPNC Below Average Below Average Average
Morningstar Risk      
0P0000NPNC Above Average Below Average Average
Morningstar Rating      
0P0000NPNC
# of Funds in Category 14 12 7

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
11/30/2019
0P0000NPNC 13.13 2.75 0.01 0.02
Category: Multi-Cap 13.24 8.15 0.43 0.71
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
11/30/2019
0P0000NPNC 13.42 2.91 0.01 0.01
Category: Multi-Cap 13.84 4.97 0.16 0.25
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
11/30/2019
0P0000NPNC 15.57 6.26 0.20 0.29
Category: Multi-Cap 15.26 6.73 0.23 0.35
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
11/30/2019
0P0000NPNC
Category: Multi-Cap

Upside & Downside Capture Ratio

1-Year 3-Year 5-Year 10-Year 15-Year
All ratios calculated vs. S&P BSE 500 India TR INR. View our glossary definition here.
11/30/2019
0P0000NPNC32.79
62.69
65.19
107.37
75.24
97.82
86.70
102.36

Category: Multi-Cap69.04
78.64




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