JM Balanced (India) Alpha and Beta Analysis

F00000V5UM -- India Fund  

INR 49.70  0.0032  0.0064%

This module allows you to check different measures of market premium for JM Balanced Dir HY Bns Princ as well as systematic risk associated with investing in JM Balanced over a specified time horizon. Additionally see Investing Opportunities.
Horizon     30 Days    Login   to change
Run Premiums

JM Balanced Market Premiums

α0.021788   β0.02
30 days against DJI

JM Balanced Fundamentals

 Better Than Average     
 Worse Than Average Compare JM Balanced to competition

JM Balanced Fundamental Vs Peers

FundamentalsJM BalancedPeer Average
Net Asset679.91M1.37B
Minimum Initial Investment5K8.09M
Cash Position Weight30.25% 14.48%
Equity Positions Weight69.71% 40.68%
Bond Positions Weight0.04% 14.72%

JM Balanced Opportunities

JM Balanced Return and Market Media

The median price of JM Balanced for the period between Wed, Dec 19, 2018 and Sun, Feb 17, 2019 is 48.7618 with a coefficient of variation of 36.25. The daily time series for the period is distributed with a sample standard deviation of 15.76, arithmetic mean of 43.48, and mean deviation of 9.88. The Fund received some media coverage during the period.
 Price Growth (%)  
Housing Development Finance Corporation Limited Rise 1.28 pe...12/19/2018
Segantii Capital Management LTD Maintains Holding in Hdfc Ba...01/14/2019

Current Sentiment - F00000V5UM

JM Balanced Dir Investor Sentiment

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