Taurus Ethical (India) Manager Performance Evaluation

F000002R70 -- India Fund  

INR 35.63  0.78  2.14%

The entity has beta of 0.8508 which indicates Taurus Ethical returns are very sensitive to returns on the market. as market goes up or down, Taurus Ethical is expected to follow.. Even though it is essential to pay attention to Taurus Ethical Div current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis philosophy towards measuring 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. Taurus Ethical Div exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Taurus Ethical Div Relative Risk vs. Return Landscape

If you would invest  3,657  in Taurus Ethical Div on August 22, 2018 and sell it today you would lose (94.00)  from holding Taurus Ethical Div or give up 2.57% of portfolio value over 30 days. Taurus Ethical Div is generating negative expected returns and assumes 1.484% volatility on return distribution over the 30 days horizon. Simply put, 13% of equities are less volatile than Taurus Ethical 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, Taurus Ethical Div is expected to under-perform the market. In addition to that, the company is 3.79 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 0.32 per unit of volatility.

Taurus Ethical Current Valuation

Not valued
September 21, 2018
35.63
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Taurus Ethical is Unknown risk asset. Taurus Ethical Div current Real Value cannot be determined due to lack of data. The regular price of Taurus Ethical Div is 35.63. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Taurus Ethical Div from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Taurus Ethical Market Risk Analysis

Sharpe Ratio = -0.5774
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Taurus Ethical Relative Performance Indicators

Estimated Market Risk
 1.48
  actual daily
 
 87 %
of total potential
  
Expected Return
 -0.86
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Taurus Ethical 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 Taurus Ethical by adding it to a well-diversified portfolio.

Taurus Ethical Performance Rating

Taurus Ethical Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Taurus Ethical Div has generated negative risk-adjusted returns adding no value to fund investors.

Taurus Ethical Alerts

Equity Alerts and Improvement Suggestions

Taurus Ethical Div generates negative expected return over the last 30 days
The fund retains 97.64% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Price Ceiling Movement module to calculate and plot price ceiling movement for different equity instruments.
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