JM Balanced (India) Buy Hold or Sell Recommendation

    F00000V5UM -- India Fund  

    INR 49.63  0.03  0.0006%

    Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding JM Balanced Dir HY Bns Princ is 'Not Rated'. Macroaxis provides JM Balanced buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding F00000V5UM positions. The advice algorithm takes into account all of JM Balanced Dir available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from F00000V5UM buy-and-hold prospective. Additionally see Investing Opportunities.

    Time Horizon

    Risk Tolerance

    Execute Advice
    Sell JM BalancedBuy JM Balanced
    Not Rated
    For the selected time horizon JM Balanced Dir HY Bns Princ has a risk adjusted performance of 0.4611, jensen alpha of 0.0838, total risk alpha of 0.0954, sortino ratio of 0.3709 and treynor ratio of (5.96)
    Macroaxis buy, hold, or sell suggestion tool can be used to complement JM Balanced Dir buy or sell recommendation provided by experts. It analyzes the entity potential to grow against your specific risk preferences and investment horizon. Please utilize JM Balanced Dir Minimum Initial Investment, Equity Positions Weight and the relationship between Net Asset and Cash Position Weight to make buy, hold, or sell decision on JM Balanced Dir HY Bns Princ.

    JM Balanced Returns Distribution Density

    Mean Return0.09Value At Risk0.4
    Potential Upside0.55Standard Deviation0.36
     Return Density 

    JM Balanced Alerts

    Trading Alerts and Improvement Suggestions

    JM Balanced Dir is not yet fully synchronised with the market data
    The fund retains about 30.25% of its assets under management (AUM) in cash
    Additionally see Investing Opportunities. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.