JM Equity (India) Fund

0P0001551K -  India Fund  

INR 72.32  0.18  0.25%

JM Equity is trading at 72.32 as of the 28th of September 2021, a -0.25% down since the beginning of the trading day. The fund's open price was 72.5. JM Equity has a very small chance of experiencing financial distress in the next few years and had a strong performance during the last 90 days. Equity ratings for JM Equity Hybrid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of June 2021 and ending today, the 28th of September 2021. Click here to learn more.
 Market Performance
26 of 100
  Odds Of Distress
Less than 1

JM Equity Fund Profile

To provide steady current income as well as long term growth of capital. JM Equity is traded on Bombay Stock Exchange in India. more on JM Equity
JM Equity Hybrid is unlikely to experience financial distress in the next 2 years
The fund holds about 44.57% of its total net assets in cash
Legal NameJM Equity Hybrid
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of JM Equity's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Beta In Three Year0.89
Startdate1st of February 2008
JM Equity Hybrid [0P0001551K] is traded in India and was established 28th of September 2021. The fund is listed under null category and is part of JM Financial Asset Management Limited family. JM Equity Hybrid presently has accumulated 679.91 M in total net assets with minimum initial investment of 5 K.
Check JM Equity Probability Of Bankruptcy

Instrument Allocation

JM Equity Target Price Odds Analysis

What are JM Equity's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of JM Equity jumping above the current price in 90 days from now is about 1.57%. The JM Equity Hybrid probability density function shows the probability of JM Equity fund to fall within a particular range of prices over 90 days. Assuming the 90 days trading horizon JM Equity Hybrid has a beta of -0.0425. This suggests as returns on benchmark increase, returns on holding JM Equity are expected to decrease at a much lower rate. During the bear market, however, JM Equity Hybrid is likely to outperform the market. Additionally, the company has an alpha of 0.1999, implying that it can generate a 0.2 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 72.32HorizonTargetOdds Up 72.32 
98.40%90 days
Based on a normal probability distribution, the odds of JM Equity to move above the current price in 90 days from now is about 1.57 (This JM Equity Hybrid probability density function shows the probability of 0P0001551K Fund to fall within a particular range of prices over 90 days) .

JM Equity Hybrid Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. JM Equity market risk premium is the additional return an investor will receive from holding JM Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JM Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although JM Equity's alpha and beta are two of the key measurements used to evaluate JM Equity's performance over the market, the standard measures of volatility play an important role as well.

JM Equity Against Markets

Picking the right benchmark for JM Equity fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in JM Equity fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for JM Equity is critical whether you are bullish or bearish towards JM Equity Hybrid at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in JM Equity without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please continue to Trending Equities. Note that the JM Equity Hybrid information on this page should be used as a complementary analysis to other JM Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Other Tools for 0P0001551K Fund

When running JM Equity Hybrid price analysis, check to measure JM Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JM Equity is operating at the current time. Most of JM Equity's value examination focuses on studying past and present price action to predict the probability of JM Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JM Equity's price. Additionally, you may evaluate how the addition of JM Equity to your portfolios can decrease your overall portfolio volatility.
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