India First Life - Balanced Fund Pension

F00000NNI9
NAV / 1-Day Return
41.18 / -0.41%
Total Assets
730.0 Mil
Inception Date
Nov 18, 2009
Expense Ratio
Fee Level
Load
None
Category
India Insurance Balanced Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Asset Allocation

Asset Class Investment Category Index
Equity 58.02 48.30
Fixed Income 32.58 48.08
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 2.70 2.38
Other 6.70 1.37

Stock Style

People

Inception Date
Nov 18, 2009
Number of Managers
2
Longest Tenure
15.3 Years
Average Tenure
15.3 Years
Advisor(s)
IndiaFirst Life Insurance Company Limited

Management Team

Nov 18, 2009 –Present
Nov 18, 2009 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
Above Avg.

Holdings


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