Bajaj Allz (India) Manager Performance Evaluation

F00000M7HH -- India Fund  

INR 28.99  0.0021  0.0072%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Bajaj Allz are completely uncorrelated. Although it is extremely important to respect Bajaj Allz Life historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing 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 Bajaj Allz Life technical indicators you can presently evaluate if the expected return of 0.009% will be sustainable into the future.
Horizon     30 Days    Login   to change

Bajaj Allz Life Relative Risk vs. Return Landscape

If you would invest  2,891  in Bajaj Allz Life Growth Plus III on January 20, 2019 and sell it today you would earn a total of  8.56  from holding Bajaj Allz Life Growth Plus III or generate 0.3% return on investment over 30 days. Bajaj Allz Life Growth Plus III is generating 0.009% of daily returns and assumes 0.6126% volatility on return distribution over the 30 days horizon. Simply put, 5% of equities are less volatile than Bajaj Allz 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, Bajaj Allz is expected to generate 47.24 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.11 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The DOW is currently generating roughly 0.22 of returns per unit of risk over similar time horizon.

Bajaj Allz Current Valuation

Fairly Valued
February 19, 2019
28.99
Market Value
29.07
Real Value
Target Odds
Odds Odds
30.93
Upside
Bajaj Allz is not too risky asset. Bajaj Allz Life shows prevailing Real Value of 29.07 per share. The current price of the fund is 28.99. At this time the entity appears to be fairly valued. We determine the value of Bajaj Allz 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.

Bajaj Allz Market Risk Analysis

Sharpe Ratio = 0.0148
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Bajaj Allz Relative Performance Indicators

Estimated Market Risk
 0.61
  actual daily
 
 5 %
of total potential
 
5
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 0.01
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average Bajaj Allz 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 Bajaj Allz by adding it to a well-diversified portfolio.

Bajaj Allz Performance Rating

Bajaj Allz Life Growth Plus III Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days Bajaj Allz Life Growth Plus III has generated negative risk-adjusted returns adding no value to fund investors.

Bajaj Allz Alerts

Equity Alerts and Improvement Suggestions

The fund retains 96.62% of its assets under management (AUM) in equities

Bajaj Allz Performance Indicators

Bajaj Allz Life Basic Price Performance Measures

Fifty Two Week Low27.0858
Fifty Two Week High31.6351
Additionally see Investing Opportunities. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
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