Taurus Starshare (India) Manager Performance Evaluation

F0GBR06RG4 -- India Fund  

INR 107.85  2.71  2.45%

The entity has beta of -0.5076 which indicates as returns on market increase, returns on owning Taurus Starshare are expected to decrease at a much smaller rate. During bear market, Taurus Starshare is likely to outperform the market.. Even though it is essential to pay attention to Taurus Starshare 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. Taurus Starshare Gr exposes twenty different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Taurus Starshare Relative Risk vs. Return Landscape

If you would invest  11,756  in Taurus Starshare Gr on August 26, 2018 and sell it today you would lose (971.00)  from holding Taurus Starshare Gr or give up 8.26% of portfolio value over 30 days. Taurus Starshare Gr is generating negative expected returns and assumes 1.8518% volatility on return distribution over the 30 days horizon. Simply put, 16% of equities are less volatile than Taurus Starshare Gr 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, Taurus Starshare Gr is expected to under-perform the market. In addition to that, the company is 4.08 times more volatile than its market benchmark. It trades about -0.76 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.22 per unit of volatility.

Taurus Starshare Current Valuation

Over Valued
September 25, 2018
107.85
Market Value
99.69
Real Value
Target Odds
  
118.64
Upside
Taurus Starshare is not too risky asset. Taurus Starshare has current Real Value of 99.69 per share. The regular price of the fund is 107.85. At this time the fund appears to be over valued. We determine the value of Taurus Starshare 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.

Taurus Starshare Market Risk Analysis

Sharpe Ratio = -0.7625
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Taurus Starshare Relative Performance Indicators

Estimated Market Risk
 1.85
  actual daily
 
 84 %
of total potential
  
Expected Return
 -1.41
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.76
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Taurus Starshare 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 Taurus Starshare by adding it to a well-diversified portfolio.

Taurus Starshare Performance Rating

Taurus Starshare Gr Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Taurus Starshare Gr has generated negative risk-adjusted returns adding no value to fund investors.

Taurus Starshare Alerts

Equity Alerts and Improvement Suggestions

Taurus Starshare generates negative expected return over the last 30 days
The fund retains 98.12% of its assets under management (AUM) in equities

Taurus Starshare Performance Indicators

Taurus Starshare Basic Price Performance Measures

Fifty Two Week Low108.3500
Fifty Two Week High116.6500
Annual Report Expense Ratio2.84%
Additionally see Investing Opportunities. Please also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
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