Shriram Equity (India) Manager Performance Evaluation

F00000SC7L -- India Fund  

INR 13.10  0.20  1.50%

The entity has beta of 0.0 which indicates the returns on MARKET and Shriram Equity are completely uncorrelated. 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.

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. In defiance of relatively invariable forward-looking signals, Shriram Equity is not utilizing all of its potentials. The current stock price agitation, may contribute to short term losses for the management.
Fifty Two Week Low12.28
Fifty Two Week High13.63
Horizon     30 Days    Login   to change

Shriram Equity Debt Relative Risk vs. Return Landscape

If you would invest  1,310  in Shriram Equity Debt Opp Reg Div on June 20, 2019 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 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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Shriram Equity Market Risk Analysis

Sharpe Ratio = 0.0
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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 Alerts

Equity Alerts and Improvement Suggestions

Shriram Equity Debt is not yet fully synchronised with the market data
The fund retains about 12.02% of its assets under management (AUM) in fixed income securities
Additionally see Investing Opportunities. Please also try Bollinger Bands module to use bollinger bands indicator to analyze target price for a given investing horizon.