JM Balanced Comparative Analysis Breakdown

F00000V5UM -- India Fund  

INR 49.60  0.20  0.40%

You can use this module to analyze advantages of JM Balanced technical and fundamental indicators over its peers. Please use the box above to enter up to 4 concurrent symbols you would like to analyze. Use comma (,) to separate each symbol. With this comparative module your can estimate the relative strength of JM Balanced Dir HY Bns Princ against its competitors. Additionally see Investing Opportunities.

 Better Than Average     
 Worse Than Peers or Benchmark    View Performance Chart
JM BalancedUTI BalancedSundaram SMILELIC MFSundaram SMILELIC MF
0.20 / 0.40%


 JM Balanced
3.56 / 2.13%


 UTI Balanced
0.74 / 3.90%


 Sundaram SMILE
0.02 / 0.14%


4.56 / 4.87%


 Sundaram SMILE
0.70 / 4.74%


Market Performance
(Over the last 30 days)
 0 of 100 0 of 100 0 of 100 0 of 100 42 of 100 1 of 100
Probability Of Bankruptcy
(Chance of Financial Distress)
1 %1 %3 %44 %5 %44 %
Price to Book
Cash Position Weight
Equity Positions Weight
Three Year Return
Net Asset
Minimum Initial Investment
Bond Positions Weight
One Year Return
Last Dividend Paid
Price to Earning
Price to Sales
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Potential Upside
Treynor Ratio
Maximum Drawdown
Market Risk Adjusted Performance
Risk Adjusted Performance
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Did You Try This Idea?

Run Retail Thematic Idea Now

Retail Idea
Fama and French focuses on testing asset pricing under different economic assumptions. Retail theme has 61 constituents.
View All  Next Launch Retail
Additionally see Investing Opportunities. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.