Taurus Tax (India) Manager Performance Evaluation

The entity has beta of 0.8257 which indicates as returns on market increase, Taurus Tax returns are expected to increase less than the market. However during bear market, the loss on holding Taurus Tax will be expected to be smaller as well.. Although it is extremely important to respect Taurus Tax Shield current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards 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 inspecting Taurus Tax Shield technical indicators you can presently evaluate if the expected return of 0.2391% will be sustainable into the future.
Horizon     30 Days    Login   to change

Taurus Tax Shield Relative Risk vs. Return Landscape

If you would invest  3,904  in Taurus Tax Shield Dir Div on August 20, 2018 and sell it today you would earn a total of  28.00  from holding Taurus Tax Shield Dir Div or generate 0.72% return on investment over 30 days. Taurus Tax Shield Dir Div is generating 0.2391% of daily returns and assumes 0.4364% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Taurus Tax Shield Dir Div and 96% 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, Taurus Tax Shield Dir Div is expected to generate 1.12 times more return on investment than the market. However, the company is 1.12 times more volatile than its market benchmark. It trades about 0.55 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of risk.

Taurus Tax Current Valuation

Not valued
September 19, 2018
0.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Taurus Tax is Unknown risk asset. Taurus Tax Shield current Real Value cannot be determined due to lack of data. The regular price of Taurus Tax Shield is 0.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Taurus Tax Shield from inspecting 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 at some point securities prices and their ongoing real values will draw towards each other.

Taurus Tax Market Risk Analysis

Sharpe Ratio = 0.548
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Taurus Tax Relative Performance Indicators

Estimated Market Risk
 0.44
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.24
  actual daily
 
 4 %
of total potential
  
Risk-Adjusted Return
 0.55
  actual daily
 
 36 %
of total potential
  
Based on monthly moving average Taurus Tax is performing at about 36% 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 Taurus Tax by adding it to a well-diversified portfolio.

Taurus Tax Performance Rating

Taurus Tax Shield Dir Div Risk Adjusted Performance Analysis

36 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Taurus Tax Shield Dir Div are ranked lower than 36 (%) of all funds and portfolios of funds over the last 30 days.

Taurus Tax Alerts

Equity Alerts and Improvement Suggestions

Taurus Tax Shield has some characteristics of a very speculative penny stock
The fund holds 98.17% of its total net assets in equities

Taurus Tax Performance Indicators

Taurus Tax Shield Basic Price Performance Measures

Fifty Two Week Low26.7200
Fifty Two Week High26.7200
Annual Report Expense Ratio2.82%
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