Morningstar® Fund Report™

Overview
Chart
Performance
Risk and Rating
Portfolio
Management
Fees
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Methodology
Glossary 
Aditya Birla Sun Life Monthly Income Monthly Dividend Payout Regular Plan
 
Morningstar Rating™ (Relative to Category)-
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Category:  Conservative AllocationClick here to see our Methodology
Volatility Measurements31/05/2018
 
Volatility3.77 %
3-Yr Mean Return5.79 %
 
Sharpe Ratio0.54
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 CRISIL Hybrid 85+15 - ConservativeTR INR
R-Squared74.05-
3-Yr Beta0.91-
3-Yr Alpha-2.08-
 
Return/Risk Analysis31/05/2018
Risk Measurement1 Year3 Years5 Years
Standard Deviation1.393.774.34
 
 
Sharpe Ratio-0.360.540.58
Sortino Ratio---
 
 
Positive Months92644
Negative Months31016
Worst Month-0.26-2.78-3.28