JM Balanced (India) Manager Performance Evaluation

F00000V5UM -- India Fund  

INR 50.41  0.42  0.83%

The fund owns Beta (Systematic Risk) of 0.0 which attests that the returns on MARKET and JM Balanced are completely uncorrelated. 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.

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. Inspite fairly stable primary indicators, JM Balanced is not utilizing all of its potentials. The current stock price fuss, may contribute to near short-term losses for the directors.
Fifty Two Week Low48.04
Fifty Two Week High50.95
Annual Report Expense Ratio1.68%
Horizon     30 Days    Login   to change

JM Balanced Dir Relative Risk vs. Return Landscape

If you would invest  5,041  in JM Balanced Dir HY Bns Princ on June 22, 2019 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 Market Risk Analysis

Sharpe Ratio = 0.0
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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 Alerts

Equity Alerts and Improvement Suggestions

JM Balanced Dir is not yet fully synchronised with the market data
The fund retains about 51.44% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.