Birla Sun (India) Manager Performance Evaluation

119514 -- India Fund  

INR 31.72  0.16  0.50%

The organization shows Beta (market volatility) of -0.0586 which signifies that as returns on market increase, returns on owning Birla Sun are expected to decrease at a much smaller rate. During bear market, Birla Sun is likely to outperform the market.. Even though it is essential to pay attention to Birla Sun Life historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing 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. Birla Sun Life Infrastructure Dir Gr exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Birla Sun Life Relative Risk vs. Return Landscape

If you would invest  3,179  in Birla Sun Life Infrastructure Dir Gr on November 15, 2018 and sell it today you would lose (7.00)  from holding Birla Sun Life Infrastructure Dir Gr or give up 0.22% of portfolio value over 30 days. Birla Sun Life Infrastructure Dir Gr is generating negative expected returns and assumes 0.1271% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Birla Sun Life Infrastructure Dir Gr 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, Birla Sun Life Infrastructure Dir Gr is expected to generate 0.1 times more return on investment than the market. However, the company is 10.04 times less risky than the market. It trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of risk.

Birla Sun Current Valuation

Not valued
December 15, 2018
31.72
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Birla Sun is Unknown risk asset. Birla Sun Life prevailing Real Value cannot be determined due to lack of data. The current price of Birla Sun Life is 31.72. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Birla Sun Life from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Birla Sun Market Risk Analysis

Sharpe Ratio = -0.5774
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Birla Sun Relative Performance Indicators

Estimated Market Risk
 0.13
  actual daily
 
 1 %
of total potential
 
1
Expected Return
 -0.07
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.58
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average Birla Sun 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 Birla Sun by adding it to a well-diversified portfolio.

Birla Sun Performance Rating

Birla Sun Life Infrastructure Dir Gr Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days Birla Sun Life Infrastructure Dir Gr has generated negative risk-adjusted returns adding no value to fund investors.

Birla Sun Alerts

Equity Alerts and Improvement Suggestions

Birla Sun Life is not yet fully synchronised with the market data
Birla Sun Life generates negative expected return over the last 30 days
The fund holds 97.72% of its total net assets in equities

Birla Sun Performance Indicators

Birla Sun Life Basic Price Performance Measures

Annual Report Expense Ratio1.74%
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