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SBI Life-Equity Optimiser Pension (0P0000NREH.BO)

BSE - BSE Delayed price. Currency in INR
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53.37+1.35 (+2.60%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.23%
5-year average return14.30%
Number of years up14
Number of years down1
Best 1-yr total return (3 Jun 2024)85.45%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return85.45%
Worst 3-yr total return1.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000NREH.BOCategory
YTD3.47%0.00%
1-month1.60%0.00%
3-month3.11%0.00%
1-year24.69%0.00%
3-year15.37%0.00%
5-year14.21%0.00%
10-year13.38%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000NREH.BOCategory
2024
N/AN/A
2023
21.37%N/A
2022
4.08%N/A
2021
21.63%N/A
2020
16.71%N/A
2019
11.31%N/A
2018
2.53%N/A
2017
27.66%N/A
2016
3.80%N/A
2015
3.62%N/A
2014
27.36%N/A
2013
8.28%N/A
2012
22.68%N/A
2011
-21.60%N/A
2010
17.41%N/A
2009
85.45%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.85%N/AN/AN/A
2023-2.34%9.52%3.97%9.13%
2022-0.06%-7.32%7.96%4.08%
20215.03%5.01%11.38%-0.98%
2020-22.24%16.03%8.44%19.30%
20195.82%1.03%-0.45%4.59%
2018-3.43%4.57%1.30%0.23%
201711.07%3.63%4.10%6.55%
2016-3.48%6.25%5.51%-4.07%
20154.43%-0.88%-0.63%0.75%
20145.57%11.57%4.51%3.47%
2013-3.13%2.63%-0.10%9.02%
201210.77%-0.09%6.77%3.82%
2011-5.43%-3.65%-9.18%-5.27%
20100.85%1.71%12.86%1.43%
20092.91%48.17%19.00%2.20%
2008-18.09%-2.76%-23.58%N/A

Rank in category (by total return)

YTD81
1-month53
3-month79
1-year36
3-year30
5-year30

Load adjusted returns

1-year24.69%
3-year15.37%
5-year14.21%
10-year13.38%