Birla Sun (India) Manager Performance Evaluation

F00000PCV2 -- India Fund  

INR 22.47  0.003801  0.0169%

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 Landscape

If 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 (%) 
      Risk (%) 
Assuming 30 trading days horizon, Birla Sun is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 4.7 times less risky than the market. the firm trades about -0.03 of its potential returns per unit of risk. The DOW is currently generating roughly 0.27 of returns per unit of risk over similar time horizon.

Birla Sun Current Valuation

Not valued
February 22, 2019
22.47
Market Value
0.00
Real Value
Target Odds
Odds 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 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
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Birla Sun Relative Performance Indicators

Estimated Market Risk
 0.35
  actual daily
 
 3 %
of total potential
 
3
Expected Return
 -0.01
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.03
  actual daily
 
 0 %
of total potential
 
0
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 is not yet fully synchronised with the market data
Birla Sun Life generates negative expected return over the last 30 days
The fund retains about 12.27% of its assets under management (AUM) in cash

Birla Sun Performance Indicators

Birla Sun Life Basic Price Performance Measures

Fifty Two Week Low21.4729
Fifty Two Week High24.0371
Annual Report Expense Ratio0.66%
Additionally see Investing Opportunities. Please also try Transaction History module to view history of all your transactions and understand their impact on performance.
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