Baroda Pioneer (India) Manager Performance Evaluation

F00000V9U4 -- India Fund  

INR 11.19  0.00  0.00%

The organization shows Beta (market volatility) of -0.1523 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 Credit 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 Credit Opp B Dir Mn Div exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Baroda Pioneer Credit Relative Risk vs. Return Landscape

If you would invest  1,125  in Baroda Pioneer Credit Opp B Dir Mn Div on August 21, 2018 and sell it today you would lose (6.00)  from holding Baroda Pioneer Credit Opp B Dir Mn Div or give up 0.53% of portfolio value over 30 days. Baroda Pioneer Credit Opp B Dir Mn Div is generating negative expected returns and assumes 0.3079% volatility on return distribution over the 30 days horizon. Simply put, 2% of equities are less volatile than Baroda Pioneer Credit Opp B Dir Mn 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 Credit Opp B Dir Mn Div is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.28 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.26 of returns per unit of risk over similar time horizon.

Baroda Pioneer Current Valuation

Not valued
September 20, 2018
11.19
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Baroda Pioneer is Unknown risk asset. Baroda Pioneer Credit prevailing Real Value cannot be determined due to lack of data. The current price of Baroda Pioneer Credit is 11.19. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Baroda Pioneer Credit 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 = -0.5774
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsF00000V9U4

Baroda Pioneer Relative Performance Indicators

Estimated Market Risk
 0.31
  actual daily
 
 98 %
of total potential
  
Expected Return
 -0.18
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  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 Credit Opp B Dir Mn Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

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

Baroda Pioneer Alerts

Equity Alerts and Improvement Suggestions

Baroda Pioneer generates negative expected return over the last 30 days
The fund retains about 29.7% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Piotroski F Score module to get piotroski f score based on binary analysis strategy of nine different fundamentals.
Search macroaxis.com