LT Equity (India) Manager Performance Evaluation

119803 -- India Fund  

INR 12.08  0.06  0.50%

The fund owns Beta (Systematic Risk) of 0.0 which conveys that the returns on MARKET and LT Equity are completely uncorrelated. Although it is vital to follow to LT Equity Savings existing price patterns, it is good to be conservative about what you can actually do with the information regarding equity price patterns. The way in which we are estimating 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. We have found twenty-one technical indicators for LT Equity which you can use to evaluate performance of the organization.
Horizon     30 Days    Login   to change

LT Equity Savings Relative Risk vs. Return Landscape

If you would invest  1,177  in LT Equity Savings Dir Mn Div on October 13, 2018 and sell it today you would earn a total of  31.00  from holding LT Equity Savings Dir Mn Div or generate 2.63% return on investment over 30 days. LT Equity Savings Dir Mn Div is generating 0.8779% of daily returns and assumes 1.5206% volatility on return distribution over the 30 days horizon. Simply put, 13% of equities are less volatile than LT Equity Savings Dir Mn Div and 84% 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 generate 1.23 times more return on investment than the market. However, the company is 1.23 times more volatile than its market benchmark. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 per unit of risk.

LT Equity Current Valuation

Not valued
November 12, 2018
12.08
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 12.08. 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 = 0.5774
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LT Equity Relative Performance Indicators

Estimated Market Risk
 1.52
  actual daily
 
 87 %
of total potential
  
Expected Return
 0.88
  actual daily
 
 16 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average LT Equity is performing at about 38% 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

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in LT Equity Savings Dir Mn Div are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

LT Equity Alerts

Equity Alerts and Improvement Suggestions

LT Equity Savings is not yet fully synchronised with the market data
The fund holds about 28.49% of its total net assets in cash
Check also Trending Equities. Please also try Portfolio Manager module to state of the art portfolio manager to monitor and improve performance of your invested capital.
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