HDFC Medium (India) Manager Performance Evaluation

F00000PE13 -- India Fund  

INR 10.12  0.02  0.20%

The fund retains Market Volatility (i.e. Beta) of -0.0505 which attests that as returns on market increase, returns on owning HDFC Medium are expected to decrease at a much smaller rate. During bear market, HDFC Medium is likely to outperform the market.. Although it is extremely important to respect HDFC Medium Term current price history, it is better to be realistic regarding the information on equity current price movements. The approach into determining 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 inspecting HDFC Medium Term technical indicators you can right now evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

HDFC Medium Term Relative Risk vs. Return Landscape

If you would invest  1,012  in HDFC Medium Term Opp Dir Div on October 14, 2018 and sell it today you would earn a total of  0.00  from holding HDFC Medium Term Opp Dir Div or generate 0.0% return on investment over 30 days. HDFC Medium Term Opp Dir 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 HDFC Medium Term Opp Dir Div and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

HDFC Medium Current Valuation

Not valued
November 13, 2018
10.12
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
HDFC Medium is Unknown risk asset. HDFC Medium Term regular Real Value cannot be determined due to lack of data. The prevalent price of HDFC Medium Term is 10.12. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of HDFC Medium Term from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since in the future stocks prices and their ongoing real values will come together.

HDFC Medium Market Risk Analysis

Sharpe Ratio = 0.0
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F00000PE13
Based on monthly moving average HDFC Medium 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 HDFC Medium by adding it to a well-diversified portfolio.

HDFC Medium Performance Rating

HDFC Medium Term Opp Dir Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days HDFC Medium Term Opp Dir Div has generated negative risk-adjusted returns adding no value to fund investors.

HDFC Medium Alerts

Equity Alerts and Improvement Suggestions

HDFC Medium Term is not yet fully synchronised with the market data
The fund retains about 14.45% of its assets under management (AUM) in cash

HDFC Medium Performance Indicators

HDFC Medium Term Basic Price Performance Measures

Fifty Two Week Low10.0629
Fifty Two Week High10.4009
Annual Report Expense Ratio0.18%
Additionally see Investing Opportunities. Please also try Aroon Oscillator module to analyze current equity momentum using aroon oscillator and other momentum ratios.
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