India First Life - Balanced Fund Pension

  • NAV / 1-Day Return
    30.12 / 0.62%
  • Total Assets (mil)
    840.00
  • Status
    Open Ended
  • Avg Credit Quality
    AAA
  • Category
    Balanced Allocation
  • Index
    Multiple
  • Investment Style
    Large Blend
  • Credit Quality / Interest Rate Sensitivity
    High/Limited

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      
0P0000V7DP Above Average High Average
Morningstar Risk      
0P0000V7DP Above Average High Above Average
Morningstar Rating      
0P0000V7DP
# of Funds in Category 91 89 87

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000V7DP 12.43 13.98 0.75 1.14
Category: Balanced Allocation 10.11 11.60 0.69 1.06
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000V7DP 10.72 12.28 0.65 0.97
Category: Balanced Allocation 8.84 10.31 0.56 0.84
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000V7DP 10.14 11.67 0.49 0.76
Category: Balanced Allocation 8.68 10.86 0.48 0.74
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000V7DP
Category: Balanced Allocation 9.76 9.08 0.27 0.40

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
0P0000V7DP89.49
120.92
90.08
94.01
87.35
92.63
87.53
94.56

Category: Balanced Allocation71.31
64.55
68.78
59.57
68.02
61.98
73.00
65.93

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