Ageas Federal Life - Midcap Fund - Pension Plan

F00000H3AP
NAV / 1-Day Return
26.75 / -0.00%
Total Assets
Inception Date
Jan 01, 2010
Expense Ratio
Fee Level
Load
None
Category
India Insurance Equity - Other
Investment Style
Small Blend
Minimum Initial Investment
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 YTD
Manager Change : Full Partial
Total Return %
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
YTD
Investment
N/A -34.50 48.37 -0.03 91.28 5.79 -0.50 38.96 -10.31 -4.79 -3.75
Category
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Index
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Quartile Rank
Quartile Rank is fourth Quartile Rank is first Quartile Rank is second Quartile Rank is first Quartile Rank is third Quartile Rank is fourth Quartile Rank is third Quartile Rank is second Quartile Rank is third
Percentile Rank
100 13 38 7 75 100 67 40 58
# of Invest. in Cat.
Category Name
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other

Asset Allocation

Asset Class Investment Category Index
Equity 90.75 98.43
Fixed Income 0.00 0.11
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 1.33 4.67
Other 7.92 0.19

Stock Style

People

Inception Date
Jan 01, 2010
Number of Managers
2
Longest Tenure
15.1 Years
Average Tenure
15.1 Years
Advisor(s)
Ageas Federal Life Insurance Company Limited

Management Team

Jan 01, 2010 –Present
Jan 01, 2010 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings


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