JM Equity (India) Buy Hold or Sell Recommendation

0P0001551K -  India Fund  

INR 72.32  0.18  0.25%

Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding JM Equity Hybrid is 'Strong Sell'. Macroaxis provides JM Equity buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding 0P0001551K positions. The advice algorithm takes into account all of JM Equity's available fundamental, technical, and predictive indicators you will find on this site.

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The advice is provided from JM Equity's buy-and-hold perspective. Please continue to JM Equity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as 0P0001551K and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards JM Equity Hybrid.

Execute JM Equity Buy or Sell Advice

The 0P0001551K recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on JM Equity Hybrid. Macroaxis does not own or have any residual interests in JM Equity Hybrid or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute JM Equity's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell JM EquityBuy JM Equity
Strong Sell

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon JM Equity Hybrid has a Mean Deviation of 0.4126, Standard Deviation of 0.5891, Variance of 0.347, Downside Variance of 0.3289, Semi Variance of (0.047583) and Expected Short fall of (0.50)
Macroaxis provides unbiased advice on JM Equity Hybrid that should be used to complement current analysts and expert consensus on JM Equity. Our trade recommendation engine determines the entity's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Please utilize JM Equity Hybrid minimum initial investment, equity positions weight, and the relationship between the net asset and cash position weight to make buy, hold, or sell decision on JM Equity Hybrid.

JM Equity Trading Alerts and Improvement Suggestions

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

JM Equity Returns Distribution Density

The distribution of JM Equity's historical returns is an attempt to chart the future uncertainty of JM Equity's future price movements. The chart of the probability distribution of JM Equity stock daily returns describes the distribution of returns around its average expected value. We use JM Equity Hybrid price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of JM Equity returns is essential to provide solid investment advice for JM Equity stock.
Mean Return0.21Value At Risk-0.67
Potential Upside0.98Standard Deviation0.59
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of JM Equity historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

JM Equity Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to JM Equity or JM Financial Asset Management Limited sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that JM Equity stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a 0P0001551K stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.20
β
Beta against DOW-0.04
σ
Overall volatility
0.63
Ir
Information ratio 0.28

JM Equity Volatility Alert

JM Equity Hybrid exhibits very low volatility with skewness of 0.59 and kurtosis of 3.01. However, we advise investors to further study JM Equity Hybrid technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JM Equity's fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact JM Equity's fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

JM Equity Fundamentals Vs Peers

Comparing JM Equity's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze JM Equity's direct or indirect competition across all of the common fundamentals between JM Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as JM Equity or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of JM Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing JM Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare JM Equity to competition
FundamentalsJM EquityPeer Average
Net Asset679.91 M4.11 B
Minimum Initial Investment5 K976.16 K
Cash Position Weight44.57 %10.61 %
Equity Positions Weight55.05 %63.90 %
Bond Positions Weight0.32 %11.24 %

JM Equity Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as 0P0001551K . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power(9,223,372,036,855)
Rate Of Daily Change1.0
Day Median Price72.32
Day Typical Price72.32
Price Action Indicator(0.09)

About JM Equity Buy or Sell Advice

When is the right time to buy or sell JM Equity Hybrid? Buying financial instruments such as 0P0001551K Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although JM Equity investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having JM Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Automobiles and Trucks Thematic Idea Now

Automobiles and Trucks
Automobiles and Trucks Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Automobiles and Trucks theme has 48 constituents.
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Please continue to JM Equity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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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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