HDFC Medium (India) Manager Performance Evaluation

F00000PE13 -- India Fund  

 10.21  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of 0.0787 which attests that as returns on market increase, HDFC Medium returns are expected to increase less than the market. However during bear market, the loss on holding HDFC Medium will be expected to be smaller as well.. 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  1,021  in HDFC Medium Term Opp Dir Div on August 25, 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 Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
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


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 generates negative expected return over the last 30 days
Additionally see Investing Opportunities. Please also try Balance Of Power module to check stock momentum by analyzing balance of power indicator and other technical ratios.