Tata Mid (India) Manager Performance Evaluation

F00000PDGT -- India Fund  

INR 137.23  3.60  2.56%

The entity has beta of 0.0 which indicates the returns on MARKET and Tata Mid are completely uncorrelated. Even though it is essential to pay attention to Tata Mid Cap current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis philosophy towards measuring 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. Tata Mid Cap Growth Dir Gr exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Tata Mid Cap Relative Risk vs. Return Landscape

If you would invest  14,378  in Tata Mid Cap Growth Dir Gr on August 20, 2018 and sell it today you would lose (655.00)  from holding Tata Mid Cap Growth Dir Gr or give up 4.56% of portfolio value over 30 days. Tata Mid Cap Growth Dir Gr is generating negative expected returns and assumes 3.2213% volatility on return distribution over the 30 days horizon. Simply put, 29% 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.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Tata Mid Cap Growth Dir Gr is expected to under-perform the market. In addition to that, the company is 8.47 times more volatile than its market benchmark. It trades about -0.71 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of volatility.

Tata Mid Current Valuation

Not valued
September 19, 2018
137.23
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 137.23. 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 = -0.7071
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Tata Mid Relative Performance Indicators

Estimated Market Risk
 3.22
  actual daily
 
 71 %
of total potential
  
Expected Return
 -2.28
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.71
  actual daily
 
 1 %
of total potential
  
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 has high historical volatility and very poor performance
The fund retains about 5.83% of its assets under management (AUM) in cash
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