Sahara Life- Balance Fund

F00000H6AC
NAV / 1-Day Return
43.12 / 0.01%
Total Assets
Inception Date
Jul 19, 2005
Expense Ratio
Fee Level
Load
None
Category
India Insurance Conservative Allocation
Investment Style
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

2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Investment
N/A
N/A
N/A
N/A
14.97
-0.03
10.11
7.27
10.32
8.09
3.61
Category
4.80
19.00
5.16
10.74
9.53
3.78
7.82
12.03
8.62
2.47
N/A
Index
4.29
17.63
7.42
11.94
8.85
5.28
10.76
14.19
7.07
3.11
N/A
Quartile Rank
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Percentile Rank
3
99
18
95
21
1
# of Invest. in Cat.
74
76
77
77
78
77
53
68
69
66
Category Name
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 22.81 0.00
Fixed Income 71.61 98.62
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 5.51 1.38
Other 0.39 0.00

Stock Style

People

Inception Date
Jul 19, 2005
Number of Managers
Longest Tenure
Average Tenure
Advisor(s)
Sahara India Life Insurance Company Limited

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
0 0
Total Holding
0 0
Equity Holdings
0
Bond Holdings
0
Other Holdings
0
Total Holdings
0
% Assets in Top 10 Holdings
Reported Turnover %
As of —
Women Directors %
Women Executives %
The top 0 largest holdings are available for display across Equity, Bond and Other.

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