JM Balanced (India) Alpha and Beta Analysis Overview

F00000V5UM -- India Fund  

INR 48.03  0.24  0.50%

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

α0.00   β0.00
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 Asset679.91 M1.37 B
Minimum Initial Investment5 K8.09 M
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 Thu, Oct 18, 2018 and Sat, Nov 17, 2018 is 49.65 with a coefficient of variation of 55.52. The daily time series for the period is distributed with a sample standard deviation of 21.25, arithmetic mean of 38.27, and mean deviation of 17.4. The Fund received some media coverage during the period.
 Price Growth (%)  
Hdfc Bank LTD Stake Boosted by Commonwealth Bank Of Australi...08/11/2018

Current Sentiment - F00000V5UM

JM Balanced Dir Investor Sentiment

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Additionally see Investing Opportunities. Please also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.