The fund retains Market Volatility (i.e. Beta) of 0.0033 which attests that as returns on market increase, HDFC Balanced returns are expected to increase less than the market. However during bear market, the loss on holding HDFC Balanced will be expected to be smaller as well. Although it is extremely important to respect HDFC Balanced Div current price history, it is better to be realistic regarding the information on equity current price movements. The approach into determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting HDFC Balanced Div technical indicators you can right now evaluate if the expected return of 0.0% will be sustainable into the future.
|Horizon||30 Days Login to change|
HDFC Balanced Div Relative Risk vs. Return LandscapeIf you would invest 3,045 in HDFC Balanced Div on January 22, 2019 and sell it today you would earn a total of 0.00 from holding HDFC Balanced Div or generate 0.0% return on investment over 30 days. HDFC Balanced Div is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than HDFC Balanced and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
HDFC Balanced Current Valuation
HDFC Balanced is Unknown risk asset. HDFC Balanced Div regular Real Value cannot be determined due to lack of data. The prevalent price of HDFC Balanced Div is 30.45. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of HDFC Balanced Div from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since in the future stocks prices and their ongoing real values will come together.
HDFC Balanced Market Risk Analysis
Sharpe Ratio = 0.0
Risk-Adjusted Fund PerformanceOver the last 30 days HDFC Balanced Div has generated negative risk-adjusted returns adding no value to fund investors.