Tata Mid (India) Manager Performance Evaluation

F00000PDGT -- India Fund  

INR 128.03  1.12  0.87%

The entity has beta of -0.4857 which indicates as returns on market increase, returns on owning Tata Mid are expected to decrease at a much smaller rate. During bear market, Tata Mid is likely to outperform the market.. Although it is extremely important to respect Tata Mid Cap current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Tata Mid Cap technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Tata Mid Cap Relative Risk vs. Return Landscape

If you would invest  12,803  in Tata Mid Cap Growth Dir Gr on October 21, 2018 and sell it today you would earn a total of  0.00  from holding Tata Mid Cap Growth Dir Gr or generate 0.0% return on investment over 30 days. Tata Mid Cap Growth Dir Gr is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Tata Mid Cap Growth Dir Gr and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Tata Mid Current Valuation

Not valued
November 20, 2018
128.03
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Tata Mid is Unknown risk asset. Tata Mid Cap current Real Value cannot be determined due to lack of data. The regular price of Tata Mid Cap is 128.03. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Tata Mid Cap 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.

Tata Mid Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Tata Mid 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 Tata Mid by adding it to a well-diversified portfolio.

Tata Mid Performance Rating

Tata Mid Cap Growth Dir Gr Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Tata Mid Cap Growth Dir Gr has generated negative risk-adjusted returns adding no value to fund investors.

Tata Mid Alerts

Equity Alerts and Improvement Suggestions

Tata Mid Cap is not yet fully synchronised with the market data
The fund retains about 5.83% of its assets under management (AUM) in cash
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