Matthews India Buy Hold or Sell Recommendation

MIDNX -- USA Fund  

USD 25.63  0.22  0.87%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Matthews India Instl is 'Hold'. Macroaxis provides Matthews India buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MIDNX positions. The advice algorithm takes into account all of Matthews India Instl available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from MIDNX buy-and-hold prospective. Please see also Matthews India Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Matthews IndiaBuy Matthews India
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Matthews India Instl has a risk adjusted performance of (0.16), jensen alpha of (0.26), total risk alpha of (0.006105), sortino ratio of 0.0 and treynor ratio of (2.32)
Macroaxis advice module can be used to complement current analysts and expert consensus on Matthews India Instl. Our buy or sell recommendations engine harnesses analyzes the fund potential to grow using all fundamental data market data available at the time. Use Matthews India Instl Price to Earning, Three Year Return as well as the relationship between Three Year Return and Equity Positions Weight to make sure your buy or sell decision on Matthews India Instl is adequate.

Matthews India Thematic Classifications

Macroaxis Index IdeaMacroaxis Index
Macroaxis power theme of selected equities with solid fundamentals

Matthews India Returns Distribution Density

Mean Return0.27Value At Risk2.22
Potential Upside1.76Standard Deviation2.23
 Return Density 
      Distribution 

Matthews India Greeks

α
Alpha over DOW
=0.26
β
Beta against DOW=0.12
σ
Overall volatility
=2.31
Ir
Information ratio =0.05

Matthews India Volatility Alert

Matthews India Instl exhibits very low volatility with skewness of -4.38 and kurtosis of 24.7. However, we advise investors to further study Matthews India Instl technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Matthews India to competition

Matthews India Fundamental Vs Peers

FundamentalsMatthews IndiaPeer Average
Price to Earning24.34X7.60X
Price to Book4.46X1.04X
Price to Sales4.69X1.03X
One Year Return(13.73)% 2.30%
Three Year Return30.29% 3.97%
Five Year Return3.84% 1.27%
Ten Year Return12.89% 1.17%
Net Asset1.76B1.37B
Minimum Initial Investment100K8.09M
Cash Position Weight0.99% 14.48%
Equity Positions Weight99.02% 40.68%

Matthews India Alerts

Trading Alerts and Improvement Suggestions

Matthews India Instl generates negative expected return over the last 30 days
The fund maintains 99.02% of its assets in stocks
Please see also Matthews India Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please 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.
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