Sahara Midcap (India) Manager Performance Evaluation

F0GBR06R61 -- India Fund  

INR 77.78  0.49  0.63%

The entity has beta of -0.4071 which indicates as returns on market increase, returns on owning Sahara Midcap are expected to decrease at a much smaller rate. During bear market, Sahara Midcap is likely to outperform the market.. Even though it is essential to pay attention to Sahara Midcap Bns current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis philosophy towards measuring 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. Sahara Midcap Bns exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Sahara Midcap Bns Relative Risk vs. Return Landscape

If you would invest  8,058  in Sahara Midcap Bns on August 23, 2018 and sell it today you would lose (280.00)  from holding Sahara Midcap Bns or give up 3.47% of portfolio value over 30 days. Sahara Midcap Bns is generating negative expected returns and assumes 2.56% volatility on return distribution over the 30 days horizon. Simply put, 23% of equities are less volatile than Sahara Midcap Bns 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, Sahara Midcap Bns is expected to under-perform the market. In addition to that, the company is 5.77 times more volatile than its market benchmark. It trades about -0.45 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.43 per unit of volatility.

Sahara Midcap Current Valuation

Not valued
September 22, 2018
77.78
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Sahara Midcap is Unknown risk asset. Sahara Midcap Bns current Real Value cannot be determined due to lack of data. The regular price of Sahara Midcap Bns is 77.78. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Sahara Midcap Bns from inspecting 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 at some point securities prices and their ongoing real values will draw towards each other.

Sahara Midcap Market Risk Analysis

Sharpe Ratio = -0.4491
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Sahara Midcap Relative Performance Indicators

Estimated Market Risk
 2.56
  actual daily
 
 77 %
of total potential
  
Expected Return
 -1.15
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.45
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Sahara Midcap 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 Sahara Midcap by adding it to a well-diversified portfolio.

Sahara Midcap Performance Rating

Sahara Midcap Bns Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Sahara Midcap Bns has generated negative risk-adjusted returns adding no value to fund investors.

Sahara Midcap Alerts

Equity Alerts and Improvement Suggestions

Sahara Midcap Bns generates negative expected return over the last 30 days
The fund retains about 7.68% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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