Unifi Dynamic Asset Allocation Fund - Regular Growth
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1.36
Benchmark
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Hybrid: Dynamic Asset Allocation
6.18
11.47
13.72
9.58
10.05
Yearly Performance (%)
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Fund Managers
Saravanan V N,Aejas Lakhani,Karthik Srinivas
Investment Objective
The scheme seeks to generate income and/or capital appreciation by investing in a dynamically managed portfolio of fixed income instruments, equity & equity derivatives and other permissible equity/hybrid instruments
Returns Calculator for
Unifi Dynamic Asset Allocation Fund - Regular Growth
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
Performance and Risk Statistics of
Unifi Dynamic Asset Allocation Fund - Regular Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Unifi Dynamic Asset Allocation Fund - Regular Growth