The organization shows Beta (market volatility) of 0.029 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. Although it is extremely important to respect Birla Sun Life 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 Birla Sun Life technical indicators you can presently evaluate if the expected return of 0.0102% will be sustainable into the future.
|Horizon||30 Days Login to change|
Birla Sun Life Relative Risk vs. Return LandscapeIf you would invest 1,069 in Birla Sun Life Gilt Plus PF Dir Qt Div on January 16, 2019 and sell it today you would earn a total of 4.95 from holding Birla Sun Life Gilt Plus PF Dir Qt Div or generate 0.46% return on investment over 30 days. Birla Sun Life Gilt Plus PF Dir Qt Div is generating 0.0102% of daily returns and assumes 0.203% volatility on return distribution over the 30 days horizon. Simply put, 1% 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 (%)
Birla Sun Current Valuation
Birla Sun is not too risky asset. Birla Sun Life shows prevailing Real Value of 10.73 per share. The current price of the fund is 10.74. At this time the entity appears to be fairly valued. 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 = 0.0505
Birla Sun Relative Performance Indicators
Estimated Market Risk
Risk-Adjusted Fund PerformanceCompared to the overall equity markets, risk-adjusted returns on investments in Birla Sun Life Gilt Plus PF Dir Qt Div are ranked lower than 3 (%) of all funds and portfolios of funds over the last 30 days.
|The fund retains about 5.17% of its assets under management (AUM) in cash|
|Fifty Two Week Low||9.9873|
|Fifty Two Week High||10.8223|
|Annual Report Expense Ratio||0.85%|