YHD - Delayed Quote INR

Union KBC Small and Midcap Dir Gr (129649.BO)

14.22 -0.15 (-1.04%)
At close: June 28 at 6:07 PM EDT

Fund Summary

The investment objective of the scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small and midsized companies. However, there is no assurance that the Investment Objective of the scheme will be achieved.

Risk Overview

Morningstar Risk Rating --
Best 1Y Total Return 3.03%
Worst 1Y Total Return 3.03%
Number of Years Up 1
Number of Years Down --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
129649.BOCategory Average129649.BOCategory Average129649.BOCategory Average
Alpha -- 0.03 -- 0.06 -- 0.02
BETA -- 0.01 -- 0.01 -- 0.01
Mean Annual Return -- 0.02 -- 0.02 -- 0.02
R-squared -- 0.86 -- 0.84 -- 0.91
Standard Deviation -- 0.19 -- 0.18 -- 0.28
Sharpe Ratio -- 0.01 -- 0.01 -- 0
Treynor Ratio -- 0.25 -- 0.21 -- 0.12

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