LIC of India - Jeevan Saathi Plus Secure

  • NAV / 1-Day Return
    30.09 / 0.29%
  • Total Assets (mil)
  • Status
    Open Ended
  • Avg Credit Quality
  • Category
    Balanced Allocation
  • Index
    Multiple
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity

Morningstar Risk & Rating Statistics

06/30/2021 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      
0P0000NPD3 High High Above Average
Morningstar Risk      
0P0000NPD3 Average Average Above Average
Morningstar Rating      
0P0000NPD3
# of Funds in Category 91 89 85

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2021
0P0000NPD3 11.18 15.91 0.92 1.56
Category: Balanced Allocation 10.46 10.20 0.51 0.75
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2021
0P0000NPD3 9.33 11.61 0.63 1.05
Category: Balanced Allocation 8.88 9.73 0.47 0.70
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2021
0P0000NPD3 10.15 10.35 0.35 0.56
Category: Balanced Allocation 8.93 9.30 0.28 0.41
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2021
0P0000NPD3
Category: Balanced Allocation 10.05 9.65 0.30 0.45

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.
06/30/2021
0P0000NPD378.66
-160.22
75.51
35.21
67.53
42.50
73.90
59.66

Category: Balanced Allocation67.96
43.93
67.18
59.27
68.03
60.19
72.31
64.15

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