Growth of 10,000

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

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
7.74
7.10
5.40
5.84
5.85
4.09
2.94
3.63
6.03
6.26
1.39
Category
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Index
8.63
12.94
4.71
5.91
10.72
12.29
3.44
2.51
7.29
8.95
2.15
Quartile Rank
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Percentile Rank
67
56
67
39
# of Invest. in Cat.
Category Name

Asset Allocation

Asset Class Investment Category Index
Equity 0.00 0.02 0.00
Fixed Income 0.00 95.63 98.62
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 100.00 4.36 1.38
Other 0.00 0.00 0.00

Stock Style

People

Inception Date
Feb 27, 2012
Number of Managers
Longest Tenure
Average Tenure
Advisor(s)
HDFC Life Insurance Co Ltd

Management Team

There is no data available for this component.

Manager Timeline

There is no data available for this component.

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
0 0
Bond Holding
0 0
Other Holding
1 0
Total Holding
1 0
Equity Holdings
0
Bond Holdings
0
Other Holdings
1
Total Holdings
1
% Assets in Top 10 Holdings
Reported Turnover %
As of —
Women Directors %
Women Executives %
Holdings
% Portfolio Weight
Market Value
Cur Currency
Prospectus Net Expense Ratio
1-Year Return
Morningstar Rating
Medalist Rating
Total Assets
Morningstar Category
Deposits, Money Mkt Securities And Net Current Assets.
100.00 227,180,000
Holdings as of Jan 31, 2025 | The top 1 largest holdings are available for display across Equity, Bond and Other.

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