Mutual Funds
Aditya Birla Sun Life MIP II Wealth 25 Plan Regular Plan Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Conservative Allocation
Total Net Assets (mil)
24,921.11 INR
Morningstar® Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Used throughout report
Fund Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M -4.09 -4.63 -2.96
6M -6.10 -3.28 -3.82
1Y -3.16 -0.91 -4.43
3Y* 5.20 4.14 2.63
5Y* 10.85 7.70 6.71
10Y* 6.72 4.94 4.36
*Annualised Return Data Through 15/02/2018
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2018 - - - -
2017 9.94 -2.31 -1.78 2.28
2016 -4.64 7.31 8.64 2.14
2015 17.32 -5.55 -0.92 2.04
2014 7.41 8.21 10.51 10.94
RISK MEASURES
3Y Alpha -1.89
3Y Beta 1.71
3Y R-Squared 79.48
3Y Info Ratio 0.34
3Y Tracking Error 3.87
3Y Sharpe Ratio 0.58
3Y Std Dev 10.46
3Y Risk High
5Y Risk High
10Y Risk abv avg
Calculations use CRISIL Hybrid 85+15 - ConservativeTR INR (where applicable)

Morningstar Style BoxTM


* Report as of 16 Feb 2018


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