Morningstar® Fund Report™

Overview
Chart
Performance
Risk and Rating
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Management
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Methodology
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Aditya Birla Sun Life Equity Hybrid '95 Fund Payout Inc Dist cum Cap Wdrl
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearLowAverage2 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 star
 
Click here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility9.31 %
3-Yr Mean Return12.61 %
 
Sharpe Ratio0.70
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 CRISIL Hybrid 35+65 - Agg TR INR
R-Squared82.02-
3-Yr Beta0.94-
3-Yr Alpha-1.62-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation7.109.3115.02
 
 
Sharpe Ratio2.050.700.48
Sortino Ratio---
 
 
Positive Months102541
Negative Months21119
Worst Month-2.15-5.20-20.28