Morningstar® Fund Report™

Overview
Chart
Performance
Risk and Rating
Portfolio
Management
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Methodology
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Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
 
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 star
 
Category:  Aggressive AllocationClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility9.41 %
3-Yr Mean Return14.05 %
 
Sharpe Ratio0.83
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 CRISIL Hybrid 35+65 - Agg TR INR
R-Squared86.70-
3-Yr Beta0.98-
3-Yr Alpha-0.64-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation7.309.4114.99
 
 
Sharpe Ratio2.500.830.54
Sortino Ratio---
 
 
Positive Months112642
Negative Months11018
Worst Month-2.14-5.21-20.12