HDFC Medium (India) Manager Performance Evaluation

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 Low10.04
Fifty Two Week High10.40
Annual Report Expense Ratio0.26%
Horizon     30 Days    Login   to change

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 (%) 
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HDFC Medium Market Risk Analysis

Sharpe Ratio = 0.0
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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 Alerts

Equity Alerts and Improvement Suggestions

HDFC Medium Term is not yet fully synchronised with the market data
HDFC Medium Term has some characteristics of a very speculative penny stock
The fund retains about 8.71% of its assets under management (AUM) in cash
See also Investing Opportunities. Please also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.