Baroda Pioneer (India) Manager Performance Evaluation

101913 -- India Fund  

INR 15.94  0.04  0.25%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Baroda Pioneer are completely uncorrelated. Although it is extremely important to respect Baroda Pioneer Balance historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing 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 analyzing Baroda Pioneer Balance technical indicators you can presently evaluate if the expected return of 0.147% will be sustainable into the future.
Horizon     30 Days    Login   to change

Baroda Pioneer Balance Relative Risk vs. Return Landscape

If you would invest  1,587  in Baroda Pioneer Balance A Div on October 19, 2018 and sell it today you would earn a total of  7.00  from holding Baroda Pioneer Balance A Div or generate 0.44% return on investment over 30 days. Baroda Pioneer Balance A Div is generating 0.147% of daily returns and assumes 0.2547% volatility on return distribution over the 30 days horizon. Simply put, 2% of equities are less volatile than Baroda Pioneer Balance A Div and 98% 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, Baroda Pioneer Balance A Div is expected to generate 0.21 times more return on investment than the market. However, the company is 4.81 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 per unit of risk.

Baroda Pioneer Current Valuation

Not valued
November 18, 2018
15.94
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Baroda Pioneer is Unknown risk asset. Baroda Pioneer Balance prevailing Real Value cannot be determined due to lack of data. The current price of Baroda Pioneer Balance is 15.94. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Baroda Pioneer Balance from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Baroda Pioneer Market Risk Analysis

Sharpe Ratio = 0.5774
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
Cash101913Average
Risk
High
Risk
Huge
Risk
Negative Returns

Baroda Pioneer Relative Performance Indicators

Estimated Market Risk
 0.25
  actual daily
 
 98 %
of total potential
  
Expected Return
 0.15
  actual daily
 
 2 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Baroda Pioneer is performing at about 38% 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 Baroda Pioneer by adding it to a well-diversified portfolio.

Baroda Pioneer Performance Rating

Baroda Pioneer Balance A Div Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Baroda Pioneer Balance A Div are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Baroda Pioneer Alerts

Equity Alerts and Improvement Suggestions

Baroda Pioneer is not yet fully synchronised with the market data
The fund holds about 15.27% of its total net assets in cash

Baroda Pioneer Performance Indicators

Baroda Pioneer Balance Basic Price Performance Measures

Fifty Two Week Low17.6400
Fifty Two Week High17.6400
Annual Report Expense Ratio2.68%
Check also Trending Equities. Please also try Financial Widgets module to easily integrated macroaxis content with over 30 different plug-and-play financial widgets.
Search macroaxis.com