JPMorgan India (India) Manager Performance Evaluation

105583 -- India Fund  

INR 17.11  0.17  0.98%

The fund retains Market Volatility (i.e. Beta) of 0.0 which attests that the returns on MARKET and JPMorgan India are completely uncorrelated. Even though it is essential to pay attention to JPMorgan India Equity current price history, it is always good to be careful when utilizing equity current price movements. Macroaxis approach towards 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. JPMorgan India Equity exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

JPMorgan India Equity Relative Risk vs. Return Landscape

If you would invest  1,808  in JPMorgan India Equity Div on August 21, 2018 and sell it today you would lose (97.00)  from holding JPMorgan India Equity Div or give up 5.37% of portfolio value over 30 days. JPMorgan India Equity Div is generating negative expected returns and assumes 2.3233% volatility on return distribution over the 30 days horizon. Simply put, 21% of equities are less volatile than JPMorgan India 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, JPMorgan India Equity Div is expected to under-perform the market. In addition to that, the company is 5.89 times more volatile than its market benchmark. It trades about -0.78 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.26 per unit of volatility.

JPMorgan India Current Valuation

Not valued
September 20, 2018
Market Value
Real Value
Target Odds
JPMorgan India is Unknown risk asset. JPMorgan India Equity regular Real Value cannot be determined due to lack of data. The prevalent price of JPMorgan India Equity is 17.11. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of JPMorgan India Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point future time stocks prices and their ongoing real values will come together.

JPMorgan India Market Risk Analysis

Sharpe Ratio = -0.776
Good Returns
Average Returns
Small Returns
Negative Returns105583

JPMorgan India Relative Performance Indicators

Estimated Market Risk
  actual daily
 79 %
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 JPMorgan India 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 JPMorgan India by adding it to a well-diversified portfolio.

JPMorgan India Performance Rating

JPMorgan India Equity Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

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

JPMorgan India Alerts

Equity Alerts and Improvement Suggestions

JPMorgan India generates negative expected return over the last 30 days
The fund holds 96.39% of its total net assets in equities

JPMorgan India Performance Indicators

JPMorgan India Equity Basic Price Performance Measures

Fifty Two Week Low16.0710
Fifty Two Week High17.7560
Annual Report Expense Ratio2.70%
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