Union KBC (India) Manager Performance Evaluation

119318 -- India Fund  

INR 1,655  1.03  0.06%

The entity has beta of -0.111 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 0.0% will be sustainable into the future.
00

Risk-Adjusted Fund Performance

Over the last 30 days Union KBC UST Debt Fund Dir Gr has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Union KBC is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

Union KBC UST Relative Risk vs. Return Landscape

If you would invest  165,457  in Union KBC UST Debt Fund Dir Gr on May 21, 2019 and sell it today you would earn a total of  0.00  from holding Union KBC UST Debt Fund Dir Gr or generate 0.0% return on investment over 30 days. Union KBC UST Debt Fund Dir Gr is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Union KBC and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Union KBC Market Risk Analysis

Sharpe Ratio = 0.0
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
119318
Based on monthly moving average Union KBC is performing at about 0% 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 Alerts

Equity Alerts and Improvement Suggestions

Union KBC UST is not yet fully synchronised with the market data
The fund holds about 100.0% of its total net assets in cash
Check also Trending Equities. Please also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Search macroaxis.com