HSBC Infrastructure (India) Manager Performance Evaluation

103406 -- India Fund  

INR 15.92  0.48  2.93%

The fund owns Beta (Systematic Risk) of 0.0 which attests that the returns on MARKET and HSBC Infrastructure are completely uncorrelated. Even though it is essential to pay attention to HSBC Infrastructure existing price patterns, it is always good to be careful when utilizing equity price patterns. Macroaxis approach to determining 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. HSBC Infrastructure exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

HSBC Infrastructure Relative Risk vs. Return Landscape

If you would invest  1,674  in HSBC Infrastructure Equity Div on August 21, 2018 and sell it today you would lose (82.00)  from holding HSBC Infrastructure Equity Div or give up 4.9% of portfolio value over 30 days. HSBC Infrastructure Equity Div is generating negative expected returns and assumes 1.7592% volatility on return distribution over the 30 days horizon. Simply put, 16% of equities are less volatile than HSBC Infrastructure Equity 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, HSBC Infrastructure Equity Div is expected to under-perform the market. In addition to that, the company is 4.46 times more volatile than its market benchmark. It trades about -0.47 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.26 per unit of volatility.

HSBC Infrastructure Current Valuation

Not valued
September 20, 2018
15.92
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
HSBC Infrastructure is Unknown risk asset. HSBC Infrastructure latest Real Value cannot be determined due to lack of data. The recent price of HSBC Infrastructure is 15.92. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of HSBC Infrastructure from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to invest in undervalued equities and to sell overvalued equities since in the future instruments prices and their ongoing real values will blend.

HSBC Infrastructure Market Risk Analysis

Sharpe Ratio = -0.4663
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative Returns103406

HSBC Infrastructure Relative Performance Indicators

Estimated Market Risk
 1.76
  actual daily
 
 84 %
of total potential
  
Expected Return
 -0.82
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.47
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average HSBC Infrastructure 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 HSBC Infrastructure by adding it to a well-diversified portfolio.

HSBC Infrastructure Performance Rating

HSBC Infrastructure Equity Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

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

HSBC Infrastructure Alerts

Equity Alerts and Improvement Suggestions

HSBC Infrastructure generates negative expected return over the last 30 days
The fund holds 98.99% of its total net assets in equities
Check also Trending Equities. Please also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of macroaxis ideas.
Search macroaxis.com