Axis Dynamic (India) Manager Performance Evaluation

F00000PDLW -- India Fund  

INR 18.98  0.02  0.11%

The organization shows Beta (market volatility) of -0.025 which signifies that as returns on market increase, returns on owning Axis Dynamic are expected to decrease at a much smaller rate. During bear market, Axis Dynamic is likely to outperform the market.. Even though it is essential to pay attention to Axis Dynamic Bond 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. Axis Dynamic Bond Dir Gr exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Axis Dynamic Bond Relative Risk vs. Return Landscape

If you would invest  1,897  in Axis Dynamic Bond Dir Gr on August 27, 2018 and sell it today you would lose (1.00)  from holding Axis Dynamic Bond Dir Gr or give up 0.05% of portfolio value over 30 days. Axis Dynamic Bond Dir Gr is generating negative expected returns and assumes 0.0663% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Axis Dynamic Bond 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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Assuming 30 trading days horizon, Axis Dynamic Bond Dir Gr is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 6.78 times less risky than the market. the firm trades about -0.2 of its potential returns per unit of risk. The DOW is currently generating roughly 0.18 of returns per unit of risk over similar time horizon.

Axis Dynamic Current Valuation

Not valued
September 26, 2018
18.98
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Axis Dynamic is Unknown risk asset. Axis Dynamic Bond prevailing Real Value cannot be determined due to lack of data. The current price of Axis Dynamic Bond is 18.98. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Axis Dynamic Bond 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.

Axis Dynamic Market Risk Analysis

Sharpe Ratio = -0.1987
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Based on monthly moving average Axis Dynamic 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 Axis Dynamic by adding it to a well-diversified portfolio.

Axis Dynamic Performance Rating

Axis Dynamic Bond Dir Gr Risk Adjusted Performance Analysis

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Risk-Adjusted Fund Performance

Over the last 30 days Axis Dynamic Bond Dir Gr has generated negative risk-adjusted returns adding no value to fund investors.

Axis Dynamic Alerts

Equity Alerts and Improvement Suggestions

Axis Dynamic Bond generates negative expected return over the last 30 days
The fund retains about 17.78% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Instant Ratings module to determine any equity ratings based on digital recommendations. macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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