Mr. Mishra and Mr. Parijat Agrawal
Mr. Mishra is a B.E (Mechanical Engineering), CFA and PGDM (Finance & Marketing). Prior to joining Union Mutual Fund, he has worked with IDBI AMC - Fund Manager - Equity, AVP - Equity Dealer and Research, ING Investment Management (India) Private Limited (April 2008 - May 2011) and as Manager - Investments (Equity) Treasury, IDBI Bank Ltd. (May 2005 -March 2008). Mr. Agrawal is a B.Tech and MBA from IIM Bangalore. Prior to joining SBI AMC he has worked with Sun F&C in December, UTI and Tata Steel.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
|Key Statistics||Volatility||Sharpe Ratio||Alpha||Beta||Yield to Maturity||Average Maturity|
|Union Balanced Advantage Fund - Regular Plan - Growth Option||1.37|
|Hybrid: Dynamic Asset Allocation||-||-||-||-||-||-|