JM Balanced (India) Manager Performance Evaluation

F00000V5UM -- India Fund  

INR 49.63  0.03  0.0006%

The fund owns Beta (Systematic Risk) of -0.0142 which attests that as returns on market increase, returns on owning JM Balanced are expected to decrease at a much smaller rate. During bear market, JM Balanced is likely to outperform the market. Although it is extremely important to respect JM Balanced Dir existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way in which we are 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 JM Balanced Dir technical indicators you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

JM Balanced Dir Relative Risk vs. Return Landscape

If you would invest  4,963  in JM Balanced Dir HY Bns Princ on December 21, 2018 and sell it today you would earn a total of  0.00  from holding JM Balanced Dir HY Bns Princ or generate 0.0% return on investment over 30 days. JM Balanced Dir HY Bns Princ 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 JM Balanced 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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JM Balanced Current Valuation

Not valued
January 20, 2019
Market Value
Real Value
Target Odds
Odds Odds
JM Balanced is Unknown risk asset. JM Balanced Dir latest Real Value cannot be determined due to lack of data. The recent price of JM Balanced Dir is 49.63. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of JM Balanced Dir from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to invest in undervalued equities and to sell overvalued equities since sooner or later instruments prices and their ongoing real values will blend.

JM Balanced Market Risk Analysis

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

JM Balanced Performance Rating

JM Balanced Dir HY Bns Princ Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days JM Balanced Dir HY Bns Princ has generated negative risk-adjusted returns adding no value to fund investors.

JM Balanced Alerts

Equity Alerts and Improvement Suggestions

JM Balanced Dir is not yet fully synchronised with the market data
The fund retains about 30.25% of its assets under management (AUM) in cash

JM Balanced Performance Indicators

JM Balanced Dir Basic Price Performance Measures

Fifty Two Week Low47.0663
Fifty Two Week High50.4956
Annual Report Expense Ratio1.19%
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