HDFC Balanced (India) Manager Performance Evaluation

100121 -- India Fund  

INR 30.45  0.00  0.00%

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 Landscape

If 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.
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HDFC Balanced Current Valuation

Not valued
February 21, 2019
Market Value
Real Value
Target Odds
Odds Odds
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
Good Returns
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Based on monthly moving average HDFC Balanced is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HDFC Balanced by adding it to a well-diversified portfolio.

HDFC Balanced Performance Rating

HDFC Balanced Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days HDFC Balanced Div has generated negative risk-adjusted returns adding no value to fund investors.

HDFC Balanced Alerts

Equity Alerts and Improvement Suggestions

HDFC Balanced Div is not yet fully synchronised with the market data
The fund holds about 26.64% of its total net assets in fixed income securities
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