Birla Sun (India) Manager Performance Evaluation

F00000PCV2 -- India Fund  

INR 23.36  0.61  2.68%

The organization shows Beta (market volatility) of 0.0134 which signifies that as returns on market increase, Birla Sun returns are expected to increase less than the market. However during bear market, the loss on holding Birla Sun will be expected to be smaller as well.. Even though it is essential to pay attention to Birla Sun 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 Sun Life Finl Pl FOF Agg Dir Gr exposes twenty different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Birla Sun Life Relative Risk vs. Return Landscape

If you would invest  2,374  in Birla Sun Life Finl Pl FOF Agg Dir Gr on August 26, 2018 and sell it today you would lose (99.00)  from holding Birla Sun Life Finl Pl FOF Agg Dir Gr or give up 4.17% of portfolio value over 30 days. Birla Sun Life Finl Pl FOF Agg Dir Gr is generating negative expected returns and assumes 1.284% volatility on return distribution over the 30 days horizon. Simply put, 11% of equities are less volatile than Birla Sun Life Finl Pl FOF Agg Dir Gr 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 Sun Life Finl Pl FOF Agg Dir Gr is expected to under-perform the market. In addition to that, the company is 2.83 times more volatile than its market benchmark. It trades about -0.82 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.22 per unit of volatility.

Birla Sun Current Valuation

Not valued
September 25, 2018
23.36
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Birla Sun is Unknown risk asset. Birla Sun Life prevailing Real Value cannot be determined due to lack of data. The current price of Birla Sun Life is 23.36. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Birla Sun 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 Sun Market Risk Analysis

Sharpe Ratio = -0.8201
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsF00000PCV2

Birla Sun Relative Performance Indicators

Estimated Market Risk
 1.28
  actual daily
 
 89 %
of total potential
  
Expected Return
 -1.05
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.82
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Birla Sun 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 Sun by adding it to a well-diversified portfolio.

Birla Sun Performance Rating

Birla Sun Life Finl Pl FOF Agg Dir Gr Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Birla Sun Life Finl Pl FOF Agg Dir Gr has generated negative risk-adjusted returns adding no value to fund investors.

Birla Sun Alerts

Equity Alerts and Improvement Suggestions

Birla Sun Life generates negative expected return over the last 30 days
The fund retains about 19.65% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Financial Widgets module to easily integrated macroaxis content with over 30 different plug-and-play financial widgets.
Search macroaxis.com