India First Life - Dynamic Moderator Fund

F00000VKIS
NAV / 1-Day Return
Total Assets
300.0 Mil
Inception Date
Aug 31, 2013
Expense Ratio
Fee Level
Load
None
Category
India Insurance Group Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Moderate
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 Net Short Long Cat. Index
Equity 13.69 0.00 13.69 31.86 0.00
Fixed Income 71.90 0.00 71.90 63.04 98.62
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 12.02 0.01 12.03 4.48 1.38
Other 2.39 0.00 2.39 0.64 0.00

Stock Style

People

Inception Date
Aug 31, 2013
Number of Managers
2
Longest Tenure
11.6 Years
Average Tenure
11.6 Years
Advisor(s)
IndiaFirst Life Insurance Company Limited

Management Team

Aug 31, 2013 –Present
Aug 31, 2013 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings


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