Axis Dynamic (India) Manager Performance Evaluation

F00000PDLW -- India Fund  

INR 19.85  0.0049  0.0247%

The organization shows Beta (market volatility) of -0.0292 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. Although it is extremely important to respect Axis Dynamic Bond historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing 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 analyzing Axis Dynamic Bond technical indicators you can presently evaluate if the expected return of 0.0104% will be sustainable into the future.
Horizon     30 Days    Login   to change

Axis Dynamic Bond Relative Risk vs. Return Landscape

If you would invest  1,977  in Axis Dynamic Bond Dir Gr on January 20, 2019 and sell it today you would earn a total of  7.17  from holding Axis Dynamic Bond Dir Gr or generate 0.36% return on investment over 30 days. Axis Dynamic Bond Dir Gr is generating 0.0104% of daily returns and assumes 0.1205% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Axis Dynamic 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, Axis Dynamic is expected to generate 40.88 times less return on investment than the market. But when comparing it to its historical volatility, the company is 15.8 times less risky than the market. It trades about 0.09 of its potential returns per unit of risk. The DOW is currently generating roughly 0.22 of returns per unit of risk over similar time horizon.

Axis Dynamic Current Valuation

Not valued
February 19, 2019
19.85
Market Value
0.00
Real Value
Target Odds
Odds 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 19.85. 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 = 0.0864
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Axis Dynamic Relative Performance Indicators

Estimated Market Risk
 0.12
  actual daily
 
 1 %
of total potential
 
1
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 0.09
  actual daily
 
 5 %
of total potential
 
5
Based on monthly moving average Axis Dynamic is performing at about 5% 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

5

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Axis Dynamic Bond Dir Gr are ranked lower than 5 (%) of all funds and portfolios of funds over the last 30 days.

Axis Dynamic Alerts

Equity Alerts and Improvement Suggestions

Axis Dynamic Bond is not yet fully synchronised with the market data
The fund retains about 14.34% of its assets under management (AUM) in cash

Axis Dynamic Performance Indicators

Axis Dynamic Bond Basic Price Performance Measures

Fifty Two Week Low18.3716
Fifty Two Week High19.8451
Annual Report Expense Ratio0.63%
Additionally see Investing Opportunities. Please also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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