LT Equity (India) Manager Performance Evaluation

119803 -- India Fund  

INR 12.36  0.06  0.48%

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

LT Equity Savings Relative Risk vs. Return Landscape

If you would invest  1,254  in LT Equity Savings Dir Mn Div on August 21, 2018 and sell it today you would lose (18.00)  from holding LT Equity Savings Dir Mn Div or give up 1.44% of portfolio value over 30 days. LT Equity Savings Dir Mn Div is generating negative expected returns and assumes 0.617% volatility on return distribution over the 30 days horizon. Simply put, 5% of equities are less volatile than LT Equity Savings Dir Mn 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, LT Equity Savings Dir Mn Div is expected to under-perform the market. In addition to that, the company is 1.56 times more volatile than its market benchmark. It trades about -0.58 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.26 per unit of volatility.

LT Equity Current Valuation

Not valued
September 20, 2018
12.36
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
LT Equity is Unknown risk asset. LT Equity Savings latest Real Value cannot be determined due to lack of data. The recent price of LT Equity Savings is 12.36. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of LT Equity Savings from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to invest in undervalued equities and to get rid of overvalued equities since sooner or later instruments prices and their ongoing real values will come together.

LT Equity Market Risk Analysis

Sharpe Ratio = -0.5824
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LT Equity Relative Performance Indicators

Estimated Market Risk
 0.62
  actual daily
 
 95 %
of total potential
  
Expected Return
 -0.36
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average LT Equity 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 LT Equity by adding it to a well-diversified portfolio.

LT Equity Performance Rating

LT Equity Savings Dir Mn Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days LT Equity Savings Dir Mn Div has generated negative risk-adjusted returns adding no value to fund investors.

LT Equity Alerts

Equity Alerts and Improvement Suggestions

LT Equity Savings generates negative expected return over the last 30 days
The fund holds about 28.49% of its total net assets in cash
Check also Trending Equities. Please also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.
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