Birla Sun (India) Manager Performance Evaluation

F00000PDPC -- India Fund  

INR 10.34  0.00  0.00%

The organization shows Beta (market volatility) of -0.0401 which signifies that as returns on market increase, returns on owning Birla Sun are expected to decrease at a much smaller rate. During bear market, Birla Sun is likely to outperform the market.. 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 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Birla Sun Life Relative Risk vs. Return Landscape

If you would invest  1,034  in Birla Sun Life Gilt Plus PF Dir Qt Div on October 18, 2018 and sell it today you would earn a total of  0.00  from holding Birla Sun Life Gilt Plus PF Dir Qt Div or generate 0.0% return on investment over 30 days. Birla Sun Life Gilt Plus PF Dir Qt Div 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 Birla Sun Life Gilt Plus PF Dir Qt Div and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Birla Sun Current Valuation

Not valued
November 17, 2018
10.34
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Birla Sun is Unknown risk asset. Birla Sun Life prevailing Real Value cannot be determined due to lack of data. The current price of Birla Sun Life is 10.34. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. 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 = 0.0
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F00000PDPC
Based on monthly moving average Birla Sun 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 Birla Sun by adding it to a well-diversified portfolio.

Birla Sun Performance Rating

Birla Sun Life Gilt Plus PF Dir Qt Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Birla Sun Life Gilt Plus PF Dir Qt Div has generated negative risk-adjusted returns adding no value to fund investors.

Birla Sun Alerts

Equity Alerts and Improvement Suggestions

Birla Sun Life is not yet fully synchronised with the market data
The fund retains about 5.17% of its assets under management (AUM) in cash
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