Shriram Equity (India) Manager Performance Evaluation

F00000SC7L -- India Fund  

INR 13.15  0.16  1.20%

The entity has beta of -0.4094 which indicates as returns on market increase, returns on owning Shriram Equity are expected to decrease at a much smaller rate. During bear market, Shriram Equity is likely to outperform the market.. Although it is extremely important to respect Shriram Equity Debt current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 Shriram Equity Debt technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Shriram Equity Debt Relative Risk vs. Return Landscape

If you would invest  1,315  in Shriram Equity Debt Opp Reg Div on August 23, 2018 and sell it today you would earn a total of  0.00  from holding Shriram Equity Debt Opp Reg Div or generate 0.0% return on investment over 30 days. Shriram Equity Debt Opp Reg 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 Shriram Equity Debt Opp Reg 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 (%) 

Shriram Equity Current Valuation

Not valued
September 22, 2018
Market Value
Real Value
Target Odds
Shriram Equity is Unknown risk asset. Shriram Equity Debt current Real Value cannot be determined due to lack of data. The regular price of Shriram Equity Debt is 13.15. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Shriram Equity Debt from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Shriram Equity Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Shriram Equity 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 Shriram Equity by adding it to a well-diversified portfolio.

Shriram Equity Performance Rating

Shriram Equity Debt Opp Reg Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Shriram Equity Debt Opp Reg Div has generated negative risk-adjusted returns adding no value to fund investors.

Shriram Equity Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 15.32% of its assets under management (AUM) in cash
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