SBI Equity (India) Manager Performance Evaluation

The entity has beta of 0.0 which indicates the returns on MARKET and SBI Equity are completely uncorrelated. Although it is extremely important to respect SBI Equity Saving current price movements, it is better to be realistic regarding the information on equity historical returns. The way of 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 analyzing SBI Equity Saving technical indicators you can today evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days SBI Equity Saving Mn Dir Div has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly stable primary indicators, SBI Equity is not utilizing all of its potentials. The recent stock price fuss, may contribute to near short-term losses for the directors.
Fifty Two Week Low11.66
Fifty Two Week High12.50
Annual Report Expense Ratio0.67%
Horizon     30 Days    Login   to change

SBI Equity Saving Relative Risk vs. Return Landscape

If you would invest (100.00)  in SBI Equity Saving Mn Dir Div on May 20, 2019 and sell it today you would earn a total of  100.00  from holding SBI Equity Saving Mn Dir Div or generate -100.0% return on investment over 30 days. SBI Equity Saving Mn Dir 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 SBI Equity and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

SBI Equity Market Risk Analysis

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

SBI Equity Alerts

Equity Alerts and Improvement Suggestions

SBI Equity Saving is not yet fully synchronised with the market data
SBI Equity Saving has some characteristics of a very speculative penny stock
The fund retains about 36.32% of its assets under management (AUM) in cash
See also Investing Opportunities. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.