JPMorgan India (India) Manager Performance Evaluation

127164 -- India Fund  

INR 14.36  0.01  0.07%

The fund retains Market Volatility (i.e. Beta) of -0.1092 which attests that as returns on market increase, returns on owning JPMorgan India are expected to decrease at a much smaller rate. During bear market, JPMorgan India is likely to outperform the market.. Although it is extremely important to respect JPMorgan India Govt current price history, it is better to be realistic regarding the information on equity current price movements. The approach towards determining 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 analyzing JPMorgan India Govt technical indicators you can now evaluate if the expected return of 0.0348% will be sustainable into the future.
Horizon     30 Days    Login   to change

JPMorgan India Govt Relative Risk vs. Return Landscape

If you would invest  1,436  in JPMorgan India Govt Sec Reg Ann Div on August 23, 2018 and sell it today you would earn a total of  1.00  from holding JPMorgan India Govt Sec Reg Ann Div or generate 0.07% return on investment over 30 days. JPMorgan India Govt Sec Reg Ann Div is generating 0.0348% of daily returns and assumes 0.0492% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than JPMorgan India Govt Sec Reg Ann 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 Govt Sec Reg Ann Div is expected to generate 5.71 times less return on investment than the market. But when comparing it to its historical volatility, the company is 9.21 times less risky than the market. It trades about 0.71 of its potential returns per unit of risk. The DOW is currently generating roughly 0.44 of returns per unit of risk over similar time horizon.

JPMorgan India Current Valuation

Not valued
September 22, 2018
14.36
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
JPMorgan India is Unknown risk asset. JPMorgan India Govt regular Real Value cannot be determined due to lack of data. The prevalent price of JPMorgan India Govt is 14.36. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of JPMorgan India Govt 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 = 0.7071
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127164
Based on monthly moving average JPMorgan India is performing at about 46% 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 Govt Sec Reg Ann Div Risk Adjusted Performance Analysis

46 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan India Govt Sec Reg Ann Div are ranked lower than 46 (%) of all funds and portfolios of funds over the last 30 days.

JPMorgan India Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 5.19% of its total net assets in cash
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