The fund retains Market Volatility (i.e. Beta) of 0.0 which attests that the returns on MARKET and HDFC Medium are completely uncorrelated. 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.
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. Inspite very unfluctuating forward-looking indicators, HDFC Medium is not utilizing all of its potentials. The recent stock price disarray, may contribute to short period losses for the insiders.
|Fifty Two Week Low||10.04|
|Fifty Two Week High||10.40|
|Annual Report Expense Ratio||0.26%|
HDFC Medium Term Relative Risk vs. Return Landscape
If you would invest (100.00)
in HDFC Medium Term Opp Dir Div on May 21, 2019
and sell it today you would earn a total of 100.00
from holding HDFC Medium Term Opp Dir Div or generate -100.0%
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 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
HDFC Medium Market Risk Analysis
Sharpe Ratio = 0.0
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