Exide Life Equity Fund

  • NAV / 1-Day Return
    49.21 / 1.14%
  • Total Assets (mil)
    3180.79
  • Status
    Open Ended
  • Avg Credit Quality
  • Category
    Large-Cap
  • Index
    S&P BSE 100 India INR
  • 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      
0P0000NNH3 Above Average Average Below Average
Morningstar Risk      
0P0000NNH3 Average Average Average
Morningstar Rating      
0P0000NNH3
# of Funds in Category 101 101 97

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NNH3 20.84 17.38 0.66 0.96
Category: Large-Cap 20.37 16.84 0.65 0.94
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NNH3 18.01 15.11 0.58 0.85
Category: Large-Cap 17.57 15.50 0.62 0.90
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NNH3 16.48 13.73 0.47 0.71
Category: Large-Cap 16.24 14.66 0.53 0.80
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
12/31/2021
0P0000NNH3 20.56 9.32 0.22 0.32
Category: Large-Cap 20.61 10.99 0.29 0.43

Upside & Downside Capture Ratio

1-Year 3-Year 5-Year 10-Year 15-Year
All ratios calculated vs. S&P BSE 100 India TR INR. View our glossary definition here.
12/31/2021
0P0000NNH3102.43
119.32
97.84
98.57
94.81
103.19
93.92
101.33
89.51
94.70
Category: Large-Cap96.47
107.10
93.04
94.12
90.74
95.50
92.64
93.40
88.71
86.94
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