The organization shows Beta (market volatility) of 0.3259 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-one different technical indicators which can help you to evaluate its performance.
|Horizon||30 Days Login to change|
Birla Sun Life Relative Risk vs. Return LandscapeIf you would invest 2,255 in Birla Sun Life Finl Pl FOF Agg Dir Gr on January 23, 2019 and sell it today you would lose (7.60) from holding Birla Sun Life Finl Pl FOF Agg Dir Gr or give up 0.34% of portfolio value over 30 days. Birla Sun Life Finl Pl FOF Agg Dir Gr is generating negative expected returns and assumes 0.3484% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Birla Sun and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Birla Sun Current Valuation
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 22.47. 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 = -0.0286
Birla Sun Relative Performance Indicators
Estimated Market Risk
Risk-Adjusted Fund PerformanceOver 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.
|Fifty Two Week Low||21.4729|
|Fifty Two Week High||24.0371|
|Annual Report Expense Ratio||0.66%|