Union KBC Tax Saver-D    Plan:
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Fund not rated



 
 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating Not Rated    R-Squared --    Mean --
 Fund Risk Grade --    Alpha --    Standard Deviation --
 Fund Return Grade --    Beta --    Sharpe Ratio --

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   11.20  (20/01/2012  -  21/02/2012) -6.55  (17/04/2012  -  17/05/2012)
Quarter   14.55  (03/09/2012  -  03/12/2012) -8.25  (21/02/2012  -  22/05/2012)
Year   31.11  (13/01/2012  -  14/01/2013) 10.37  (04/04/2012  -  05/04/2013)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 22 May 2013  Fund Return  Category Return   S&P BSE Sensex   CNX Nifty
Year-to-Date 3.53 -0.84 3.27 3.21
1-Week -0.59 -0.94 -0.75 -0.85
1-Month 3.61 3.75 4.66 4.46
3-Month 4.49 2.47 3.86 4.17
1-Year 27.72 21.34 25.18 25.39
2-Year -- 4.94 4.61 5.37
3-Year -- 6.01 6.84 7.30
5-Year -- 4.12 3.48 3.93
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   30.14 -- -- -- --
Rank In Category   19/37 -- -- -- --
Category Average   31.25 -23.82 18.78 81.79 -55.56
S&P BSE Sensex    25.70  -24.64  17.43  81.03  -52.45
CNX Nifty     27.70  -24.62  17.95  75.76  -51.79
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 -2.07 -- -- --
2012 11.88 0.18 8.73 6.80
2011 -- -- -- --
 
Value Research Star Rating