LT Emerging (India) Manager Performance Evaluation

129221 -- India Fund  

INR 19.16  0.22  0.01%

The fund owns Beta (Systematic Risk) of 0.1607 which conveys that as returns on market increase, LT Emerging returns are expected to increase less than the market. However during bear market, the loss on holding LT Emerging will be expected to be smaller as well. Although it is vital to follow to LT Emerging Business 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. By analyzing LT Emerging Business technical indicators you can at this moment evaluate if the expected return of 0.3694% will be sustainable into the future.
Horizon     30 Days    Login   to change

LT Emerging Business Relative Risk vs. Return Landscape

If you would invest  1,895  in LT Emerging Business Reg Div on December 21, 2018 and sell it today you would earn a total of  21.00  from holding LT Emerging Business Reg Div or generate 1.11% return on investment over 30 days. LT Emerging Business Reg Div is generating 0.3694% of daily returns and assumes 0.6398% volatility on return distribution over the 30 days horizon. Simply put, 5% of equities are less volatile than LT Emerging and 94% 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 Emerging is expected to generate 0.32 times more return on investment than the market. However, the company is 3.09 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 0.02 per unit of risk.

LT Emerging Current Valuation

Not valued
January 20, 2019
19.16
Market Value
0.00
Real Value
Target Odds
Odds Odds
0.00
Upside
LT Emerging is Unknown risk asset. LT Emerging Business latest Real Value cannot be determined due to lack of data. The recent price of LT Emerging Business is 19.16. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of LT Emerging Business 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 Emerging Market Risk Analysis

Sharpe Ratio = 0.5774
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LT Emerging Relative Performance Indicators

Estimated Market Risk
 0.64
  actual daily
 
 5 %
of total potential
 
5
Expected Return
 0.37
  actual daily
 
 7 %
of total potential
 
7
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
 
38
Based on monthly moving average LT Emerging 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 Emerging by adding it to a well-diversified portfolio.

LT Emerging Performance Rating

LT Emerging Business Reg Div Risk Adjusted Performance Analysis

38

Risk-Adjusted Fund Performance

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

LT Emerging Alerts

Equity Alerts and Improvement Suggestions

LT Emerging Business is not yet fully synchronised with the market data
The fund holds about 14.85% of its total net assets in cash

LT Emerging Performance Indicators

LT Emerging Business Basic Price Performance Measures

Annual Report Expense Ratio3.01%
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