Aviva Life - Pension Unit Linked Growth Fund

  • NAV / 1-Day Return
    35.16 / 0.61%
  • Total Assets (mil)
    813.20
  • Status
    Open Ended
  • Avg Credit Quality
    AAA
  • Category
    Balanced Allocation
  • Index
    Multiple
  • Investment Style
    Large Growth
  • Credit Quality / Interest Rate Sensitivity

Morningstar Risk & Rating Statistics

06/30/2020 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      
0P0000NPQH Below Average Below Average Low
Morningstar Risk      
0P0000NPQH High Above Average High
Morningstar Rating      
0P0000NPQH
# of Funds in Category 89 89 81

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NPQH 12.12 2.29 -0.01 -0.02
Category: Balanced Allocation 9.86 4.04 0.16 0.24
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NPQH 10.73 5.17 0.21 0.29
Category: Balanced Allocation 9.03 5.97 0.35 0.50
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NPQH 10.61 5.12 0.13 0.18
Category: Balanced Allocation 8.90 7.37 0.38 0.58
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NPQH 11.47 8.36 0.40 0.60
Category: Balanced Allocation 10.32 9.58 0.55 0.84

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.
06/30/2020
0P0000NPQH75.84
97.02
76.98
91.67
80.75
89.02
77.68
92.26
73.92
74.04
Category: Balanced Allocation61.62
60.54
65.83
61.71
71.11
64.48
72.95
64.29
68.41
57.50
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