Birla S (India) Manager Performance Evaluation

BIRLASLIFETI -- India Fund  

INR 18.71  0.04  0.21%

The organization shows Beta (market volatility) of 0.0784 which signifies that as returns on market increase, Birla S returns are expected to increase less than the market. However during bear market, the loss on holding Birla S will be expected to be smaller as well.. Even though it is essential to pay attention to Birla S 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 S Life Titanium Pls III exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Birla S Life Relative Risk vs. Return Landscape

If you would invest  1,875  in Birla S Life Titanium Pls III on August 25, 2018 and sell it today you would lose (4.00)  from holding Birla S Life Titanium Pls III or give up 0.21% of portfolio value over 30 days. Birla S Life Titanium Pls III is generating negative expected returns and assumes 0.1231% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Birla S Life Titanium Pls III 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 S Life Titanium Pls III is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 3.39 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.32 of returns per unit of risk over similar time horizon.

Birla S Current Valuation

Not valued
September 24, 2018
18.71
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Birla S is Unknown risk asset. Birla S Life prevailing Real Value cannot be determined due to lack of data. The current price of Birla S Life is 18.71. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Birla S 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 S Market Risk Analysis

Sharpe Ratio = -0.5774
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Birla S Relative Performance Indicators

Estimated Market Risk
 0.12
  actual daily
 
 99 %
of total potential
  
Expected Return
 -0.07
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Birla S 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 S by adding it to a well-diversified portfolio.

Birla S Performance Rating

Birla S Life Titanium Pls III Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Birla S Life Titanium Pls III has generated negative risk-adjusted returns adding no value to fund investors.

Birla S Alerts

Equity Alerts and Improvement Suggestions

Birla S Life generates negative expected return over the last 30 days
The fund holds about 7.6% of its assets under management (AUM) in cash

Birla S Performance Indicators

Birla S Life Basic Price Performance Measures

Fifty Two Week Low15.2243
Fifty Two Week High15.2243
Annual Report Expense Ratio0.00%
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