SBI Equity (India) Manager Performance Evaluation

F00000VWNJ -- India Fund  

INR 11.75  0.22  1.84%

The entity has beta of -0.031 which indicates as returns on market increase, returns on owning SBI Equity are expected to decrease at a much smaller rate. During bear market, SBI Equity is likely to outperform the market. . 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.
Horizon     30 Days    Login   to change

SBI Equity Saving Relative Risk vs. Return Landscape

If you would invest  1,175  in SBI Equity Saving Mn Dir Div on December 18, 2018 and sell it today you would earn a total of  0.00  from holding SBI Equity Saving Mn Dir Div or generate 0.0% 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 Saving 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 Current Valuation

Not valued
January 17, 2019
Market Value
Real Value
Target Odds
Odds Odds
SBI Equity is Unknown risk asset. SBI Equity Saving current Real Value cannot be determined due to lack of data. The regular price of SBI Equity Saving is 11.75. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of SBI Equity Saving from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since in the future securities prices and their ongoing real values will draw towards each other.

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 Performance Rating

SBI Equity Saving Mn Dir Div Risk Adjusted Performance Analysis


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.

SBI Equity Alerts

Equity Alerts and Improvement Suggestions

SBI Equity Saving is not yet fully synchronised with the market data
The fund retains about 16.53% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Theme Ratings module to determine theme ratings based on digital equity recommendations. macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.