SBI Dynamic (India) Manager Performance Evaluation

102206 -- India Fund  

INR 12.64  0.01  0.0008%

The entity has beta of 0.0669 which indicates as returns on market increase, SBI Dynamic returns are expected to increase less than the market. However during bear market, the loss on holding SBI Dynamic will be expected to be smaller as well. Although it is extremely important to respect SBI Dynamic Bond current price movements, it is better to be realistic regarding the information on equity historical returns. The way of measuring 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 SBI Dynamic Bond technical indicators you can today evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

SBI Dynamic Bond Relative Risk vs. Return Landscape

If you would invest  1,264  in SBI Dynamic Bond Reg Div on December 21, 2018 and sell it today you would earn a total of  0.00  from holding SBI Dynamic Bond Reg Div or generate 0.0% return on investment over 30 days. SBI Dynamic Bond Reg 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 SBI Dynamic and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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SBI Dynamic Current Valuation

Not valued
January 20, 2019
Market Value
Real Value
Target Odds
Odds Odds
SBI Dynamic is Unknown risk asset. SBI Dynamic Bond current Real Value cannot be determined due to lack of data. The regular price of SBI Dynamic Bond is 12.64. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of SBI Dynamic Bond from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since in the future securities prices and their ongoing real values will draw towards each other.

SBI Dynamic Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average SBI Dynamic 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 SBI Dynamic by adding it to a well-diversified portfolio.

SBI Dynamic Performance Rating

SBI Dynamic Bond Reg Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days SBI Dynamic Bond Reg Div has generated negative risk-adjusted returns adding no value to fund investors.

SBI Dynamic Alerts

Equity Alerts and Improvement Suggestions

SBI Dynamic Bond is not yet fully synchronised with the market data
The fund holds about 97.09% of its total net assets in fixed income securities

SBI Dynamic Performance Indicators

SBI Dynamic Bond Basic Price Performance Measures

Annual Report Expense Ratio1.76%
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