SBI Life - Group Balanced Plus Fund - ULIP

  • NAV / 1-Day Return
    30.79 / 0.10%
  • Total Assets (mil)
    897.20
  • Status
    Open Ended
  • Avg Credit Quality
    AAA
  • Category
    Group Allocation
  • Index
    Multiple
  • Investment Style
    Large Growth
  • Credit Quality / Interest Rate Sensitivity
    High/Moderate

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      
0P0000NRGR
Morningstar Risk      
0P0000NRGR
Morningstar Rating      
0P0000NRGR -- -- --
# of Funds in Category

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NRGR 5.35 7.97 0.86 1.40
Category: Group Allocation
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NRGR 5.04 9.02 1.08 1.86
Category: Group Allocation
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NRGR 5.20 9.34 0.93 1.58
Category: Group Allocation
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000NRGR
Category: Group Allocation

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
0P0000NRGR48.28
12.67
50.50
13.93
56.09
16.93
56.73
21.47

Category: Group Allocation




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