YHD - Delayed Quote • INR
Birla Sun Life Finl Pl FOF Agg Dir Div (132187.BO)
At close: June 28 at 6:07 PM EDT
Fund Summary
The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Manager Investment process, as per the risk-return profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk return profile of investors.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.56% |
| Worst 1Y Total Return | 5.17% |
| Number of Years Up | 2 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.66 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 132187.BO | Category Average | 132187.BO | Category Average | 132187.BO | Category Average | |
| Alpha | 4.64 | 0.05 | -- | 0.04 | -- | 0.03 |
| BETA | 0.66 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.22 | 0.02 | -- | 0.01 | -- | 0.01 |
| R-squared | 96.79 | 0.87 | -- | 0.86 | -- | 0.91 |
| Standard Deviation | 10.56 | 0.16 | -- | 0.16 | -- | 0.24 |
| Sharpe Ratio | 0.92 | 0.01 | -- | 0.01 | -- | 0 |
| Treynor Ratio | 15.25 | 0.17 | -- | 0.13 | -- | 0.1 |
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