Escorts Tax (India) Manager Performance Evaluation

100174 -- India Fund  

INR 11.46  0.60  4.98%

The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and Escorts Tax are completely uncorrelated. Even though it is essential to pay attention to Escorts Tax Plan historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy in predicting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Escorts Tax Plan Div exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Escorts Tax Plan Relative Risk vs. Return Landscape

If you would invest  1,327  in Escorts Tax Plan Div on September 16, 2018 and sell it today you would lose (181.00)  from holding Escorts Tax Plan Div or give up 13.64% of portfolio value over 30 days. Escorts Tax Plan Div is generating negative expected returns and assumes 3.5214% volatility on return distribution over the 30 days horizon. Simply put, 31% of equities are less volatile than Escorts Tax Plan Div and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Escorts Tax Plan Div is expected to under-perform the market. In addition to that, the company is 3.44 times more volatile than its market benchmark. It trades about -0.57 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of volatility.

Escorts Tax Current Valuation

Not valued
October 16, 2018
Market Value
Real Value
Target Odds
Escorts Tax is Unknown risk asset. Escorts Tax Plan prevailing Real Value cannot be determined due to lack of data. The current price of Escorts Tax Plan is 11.46. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Escorts Tax Plan from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Escorts Tax Market Risk Analysis

Sharpe Ratio = -0.5729
Good Returns
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Negative Returns100174

Escorts Tax Relative Performance Indicators

Estimated Market Risk
  actual daily
 69 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 1 %
of total potential
Based on monthly moving average Escorts Tax 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 Escorts Tax by adding it to a well-diversified portfolio.

Escorts Tax Performance Rating

Escorts Tax Plan Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

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

Escorts Tax Alerts

Equity Alerts and Improvement Suggestions

Escorts Tax Plan is not yet fully synchronised with the market data
Escorts Tax Plan generates negative expected return over the last 30 days
Escorts Tax Plan has high historical volatility and very poor performance
The fund generated three year return of -9.0%
Escorts Tax Plan Div holds 85.69% of its total net assets in equities
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