Baroda Pioneer (India) Manager Performance Evaluation

F00000TH91 -- India Fund  

INR 9.72  0.06  0.62%

The organization shows Beta (market volatility) of -0.1305 which signifies that as returns on market increase, returns on owning Baroda Pioneer are expected to decrease at a much smaller rate. During bear market, Baroda Pioneer is likely to outperform the market.. Even though it is essential to pay attention to Baroda Pioneer PSU historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing 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. Baroda Pioneer PSU Equity B Dir Div exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Baroda Pioneer PSU Relative Risk vs. Return Landscape

If you would invest  1,027  in Baroda Pioneer PSU Equity B Dir Div on August 24, 2018 and sell it today you would lose (55.00)  from holding Baroda Pioneer PSU Equity B Dir Div or give up 5.36% of portfolio value over 30 days. Baroda Pioneer PSU Equity B Dir Div is generating negative expected returns and assumes 2.7389% volatility on return distribution over the 30 days horizon. Simply put, 24% of equities are less volatile than Baroda Pioneer PSU Equity B Dir 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 (%) 
Assuming 30 trading days horizon, Baroda Pioneer PSU Equity B Dir Div is expected to under-perform the market. In addition to that, the company is 6.1 times more volatile than its market benchmark. It trades about -0.39 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.39 per unit of volatility.

Baroda Pioneer Current Valuation

Not valued
September 23, 2018
9.72
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Baroda Pioneer is Unknown risk asset. Baroda Pioneer PSU prevailing Real Value cannot be determined due to lack of data. The current price of Baroda Pioneer PSU is 9.72. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Baroda Pioneer PSU from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Baroda Pioneer Market Risk Analysis

Sharpe Ratio = -0.3884
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Baroda Pioneer Relative Performance Indicators

Estimated Market Risk
 2.74
  actual daily
 
 76 %
of total potential
  
Expected Return
 -1.06
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.39
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Baroda Pioneer 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 Baroda Pioneer by adding it to a well-diversified portfolio.

Baroda Pioneer Performance Rating

Baroda Pioneer PSU Equity B Dir Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Baroda Pioneer PSU Equity B Dir Div has generated negative risk-adjusted returns adding no value to fund investors.

Baroda Pioneer Alerts

Equity Alerts and Improvement Suggestions

Baroda Pioneer PSU generates negative expected return over the last 30 days
The fund retains 95.51% of its assets under management (AUM) in equities
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