SBI Dynamic (India) Manager Performance Evaluation

102206 -- India Fund  

INR 12.19  0.02  0.16%

The entity has beta of 0.7655 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.. Even though it is essential to pay attention to SBI Dynamic Bond current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis way of measuring 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. SBI Dynamic Bond Reg Div exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

SBI Dynamic Bond Relative Risk vs. Return Landscape

If you would invest  1,239  in SBI Dynamic Bond Reg Div on August 24, 2018 and sell it today you would lose (20.00)  from holding SBI Dynamic Bond Reg Div or give up 1.61% of portfolio value over 30 days. SBI Dynamic Bond Reg Div is generating negative expected returns and assumes 0.9185% volatility on return distribution over the 30 days horizon. Simply put, 8% of equities are less volatile than SBI Dynamic Bond Reg 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, SBI Dynamic Bond Reg Div is expected to under-perform the market. In addition to that, the company is 2.05 times more volatile than its market benchmark. It trades about -0.44 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.39 per unit of volatility.

SBI Dynamic Current Valuation

Not valued
September 23, 2018
Market Value
Real Value
Target 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 12.19. 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 = -0.4386
Good Returns
Average Returns
Small Returns
Negative Returns102206

SBI Dynamic Relative Performance Indicators

Estimated Market Risk
  actual daily
 92 %
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 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 generates negative expected return over the last 30 days
The fund holds about 97.09% of its total net assets in fixed income securities
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