Ageas Federal Life - Aggressive Asset Allocator Fund

F00000H3A0
NAV / 1-Day Return
57.82 / -0.61%
Total Assets
1.7 Bil
Inception Date
Jan 14, 2009
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
—
Status
Open
TTM Yield
0.00%
Turnover
0.00%

Growth of 10,000

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

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-0.49
5.51
22.87
3.60
9.10
11.71
24.01
4.27
17.75
8.05
3.85
Category
1.46
7.20
21.56
0.28
8.36
14.78
20.19
3.67
18.98
11.25
N/A
Index
3.10
8.24
23.64
2.83
10.66
17.98
19.74
4.80
18.39
12.81
3.62
Quartile Rank
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is first
Quartile Rank is third
Quartile Rank is third
Quartile Rank is first
Quartile Rank is second
Quartile Rank is third
Quartile Rank is fourth
—
Percentile Rank
77
87
36
13
52
68
18
26
60
91
—
# of Invest. in Cat.
66
65
66
65
63
51
51
51
45
55
—
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 94.70 0.00 94.70 72.37 –
Fixed Income 0.00 0.00 0.00 21.66 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.18 –
Cash 0.50 0.00 0.50 5.51 –
Other 4.80 0.10 4.90 0.40 –
Investment as of Dec 31, 2013 | Category: Aggressive Allocation as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jan 14, 2009
Number of Managers
2
Longest Tenure
16.4 Years
Average Tenure
16.4 Years
Advisor(s)
Ageas Federal Life Insurance Company Limited

Management Team

Bivek Anand
Jan 14, 2009 –Present
Srinivasan Ramamurthy
Jan 14, 2009 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Above Avg.
Return vs. Category
Average

Holdings


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