India First Life - EBP Cash Fund | Insurance Fund Overview

NAV / 1-Day Return

18.50 / 0.00%

Total Assets

—

Inception Date

Apr 07, 2011

Expense Ratio

—

Fee Level

—

Load

None

Growth of 10,000

Index

21,251

Investment

13,985

Returns

	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	YTD
Investment	7.09	5.99	5.28	5.62	5.24	2.94	1.74	0.00	0.55	0.00	0.00
Category	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Index	8.63	12.94	4.71	5.91	10.72	12.29	3.44	2.51	7.29	8.95	1.32
Quartile Rank	Quartile Rank is fourth	Quartile Rank is fourth	Quartile Rank is second	Quartile Rank is third	—	—	—	—	—	—	—
Percentile Rank	94	100	35	74	—	—	—	—	—	—	—
# of Invest. in Cat.	—	—	—	—	—	—	—	—	—	—	—
Category Name	IN006 India Insurance Short Duration	IN006 India Insurance Short Duration	IN006 India Insurance Short Duration	IN006 India Insurance Short Duration	IN006 India Insurance Short Duration	—	—	—	—	—	—

Asset Class	Investment	Category	Index
Equity	0.00	0.03	0.00
Fixed Income	0.00	95.00	98.62
Preferred	0.00	0.00	0.00
Convertible	0.00	0.00	0.00
Cash	100.00	4.97	1.38
Other	0.00	0.00	0.00

Stock Style

People

Inception Date

Apr 07, 2011

Number of Managers

Longest Tenure

13.9 Years

Average Tenure

13.9 Years

Advisor(s)

IndiaFirst Life Insurance Company Limited

Management Team

Sandeep Shirsat

Apr 07, 2011 –Present

Manager Timeline

Male
Female
Non-Binary
Not Disclosed
Not Available

Morningstar Risk & Return

Risk vs. Category

Return vs. Category

Holdings

Portfolio Holdings	# Long	# Short
Equity Holding	0	0
Bond Holding	0	0
Other Holding	1	0
Total Holding	1	0

Equity Holdings

Bond Holdings

Other Holdings

Total Holdings

—

As of —

Women Directors %

—

Women Executives %

—

Holdings	% Portfolio Weight	Market Value	Cur Currency	Prospectus Net Expense Ratio	1-Year Return	Morningstar Rating	Medalist Rating	Total Assets	Morningstar Category
Money Market Instruments	100.00	2,200,000	—	—	—	—	—	—	—

Holdings as of Jul 31, 2021 | The top 1 largest holdings are available for display across Equity, Bond and Other.

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