DHFL Pramerica (India) Manager Performance Evaluation

F00000SC5U -- India Fund  

INR 17.28  0.000001  0.00%

The organization shows Beta (market volatility) of 0.0188 which denotes to the fact that as returns on market increase, DHFL Pramerica returns are expected to increase less than the market. However during bear market, the loss on holding DHFL Pramerica will be expected to be smaller as well. Even though it is essential to pay attention to DHFL Pramerica Midcap historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis approach into predicting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. DHFL Pramerica Midcap Opp Fund Dir Gr exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

DHFL Pramerica Midcap Relative Risk vs. Return Landscape

If you would invest  1,812  in DHFL Pramerica Midcap Opp Fund Dir Gr on January 24, 2019 and sell it today you would lose (84.00)  from holding DHFL Pramerica Midcap Opp Fund Dir Gr or give up 4.64% of portfolio value over 30 days. DHFL Pramerica Midcap Opp Fund Dir Gr is generating negative expected returns and assumes 0.9862% volatility on return distribution over the 30 days horizon. Simply put, 8% of equities are less volatile than DHFL Pramerica and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, DHFL Pramerica is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.57 times less risky than the market. the firm trades about -0.12 of its potential returns per unit of risk. The DOW is currently generating roughly 0.33 of returns per unit of risk over similar time horizon.

DHFL Pramerica Current Valuation

Not valued
February 23, 2019
17.28
Market Value
0.00
Real Value
Target Odds
Odds Odds
0.00
Upside
DHFL Pramerica is Unknown risk asset. DHFL Pramerica Midcap prevailing Real Value cannot be determined due to lack of data. The current price of DHFL Pramerica Midcap is 17.28. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of DHFL Pramerica Midcap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since in the future assets prices and their ongoing real values will submerge.

DHFL Pramerica Market Risk Analysis

Sharpe Ratio = -0.1185
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsF00000SC5U

DHFL Pramerica Relative Performance Indicators

Estimated Market Risk
 0.99
  actual daily
 
 8 %
of total potential
 
8
Expected Return
 -0.12
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.12
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average DHFL Pramerica 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 DHFL Pramerica by adding it to a well-diversified portfolio.

DHFL Pramerica Performance Rating

DHFL Pramerica Midcap Opp Fund Dir Gr Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days DHFL Pramerica Midcap Opp Fund Dir Gr has generated negative risk-adjusted returns adding no value to fund investors.

DHFL Pramerica Alerts

Equity Alerts and Improvement Suggestions

DHFL Pramerica is not yet fully synchronised with the market data
DHFL Pramerica generates negative expected return over the last 30 days
The fund retains 97.27% of its assets under management (AUM) in equities

DHFL Pramerica Performance Indicators

DHFL Pramerica Midcap Basic Price Performance Measures

Fifty Two Week Low16.9800
Fifty Two Week High21.4800
Annual Report Expense Ratio1.66%
Additionally see Investing Opportunities. Please also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Search macroaxis.com