Union KBC (India) Manager Performance Evaluation

119318 -- India Fund  

INR 1,615  1.34  0.08%

The entity has beta of -0.0015 which indicates as returns on market increase, returns on owning Union KBC are expected to decrease at a much smaller rate. During bear market, Union KBC is likely to outperform the market.. Although it is extremely important to respect Union KBC UST current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting Union KBC UST technical indicators you can presently evaluate if the expected return of 0.0277% will be sustainable into the future.
Horizon     30 Days    Login   to change

Union KBC UST Relative Risk vs. Return Landscape

If you would invest  161,399  in Union KBC UST Debt Fund Dir Gr on August 22, 2018 and sell it today you would earn a total of  134.00  from holding Union KBC UST Debt Fund Dir Gr or generate 0.08% return on investment over 30 days. Union KBC UST Debt Fund Dir Gr is generating 0.0277% of daily returns and assumes 0.0479% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Union KBC UST Debt Fund Dir Gr and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Union KBC UST Debt Fund Dir Gr is expected to generate 5.82 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.78 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.38 of returns per unit of risk over similar time horizon.

Union KBC Current Valuation

Not valued
September 21, 2018
Market Value
Real Value
Target Odds
Union KBC is Unknown risk asset. Union KBC UST current Real Value cannot be determined due to lack of data. The regular price of Union KBC UST is 1615.33. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Union KBC UST from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Union KBC Market Risk Analysis

Sharpe Ratio = 0.5774
Good Returns
Average Returns
Small Returns
Based on monthly moving average Union KBC is performing at about 38% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Union KBC by adding it to a well-diversified portfolio.

Union KBC Performance Rating

Union KBC UST Debt Fund Dir Gr Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Union KBC UST Debt Fund Dir Gr are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Union KBC Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 100.0% of its total net assets in cash

Union KBC Performance Indicators

Union KBC UST Basic Price Performance Measures

Fifty Two Week Low1,432.8700
Fifty Two Week High1,432.8700
Annual Report Expense Ratio0.03%
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