HSBC Midcap (India) Manager Performance Evaluation

F0GBR06RQL -- India Fund  

INR 51.85  1.12  2.11%

The fund owns Beta (Systematic Risk) of -0.2428 which attests that as returns on market increase, returns on owning HSBC Midcap are expected to decrease at a much smaller rate. During bear market, HSBC Midcap is likely to outperform the market.. Even though it is essential to pay attention to HSBC Midcap Equity existing price patterns, it is always good to be careful when utilizing equity price patterns. Macroaxis approach to determining 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. HSBC Midcap exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

HSBC Midcap Equity Relative Risk vs. Return Landscape

If you would invest  5,405  in HSBC Midcap Equity Gr on August 23, 2018 and sell it today you would lose (220.00)  from holding HSBC Midcap Equity Gr or give up 4.07% of portfolio value over 30 days. HSBC Midcap Equity Gr is generating negative expected returns and assumes 2.35% volatility on return distribution over the 30 days horizon. Simply put, 21% of equities are less volatile than HSBC Midcap Equity 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, HSBC Midcap Equity Gr is expected to under-perform the market. In addition to that, the company is 5.29 times more volatile than its market benchmark. It trades about -0.58 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.43 per unit of volatility.

HSBC Midcap Current Valuation

Not valued
September 22, 2018
51.85
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
HSBC Midcap is Unknown risk asset. HSBC Midcap Equity latest Real Value cannot be determined due to lack of data. The recent price of HSBC Midcap Equity is 51.85. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of HSBC Midcap Equity from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to invest in undervalued equities and to sell overvalued equities since in the future instruments prices and their ongoing real values will blend.

HSBC Midcap Market Risk Analysis

Sharpe Ratio = -0.5774
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HSBC Midcap Relative Performance Indicators

Estimated Market Risk
 2.35
  actual daily
 
 79 %
of total potential
  
Expected Return
 -1.36
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average HSBC 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 HSBC Midcap by adding it to a well-diversified portfolio.

HSBC Midcap Performance Rating

HSBC Midcap Equity Gr Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

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

HSBC Midcap Alerts

Equity Alerts and Improvement Suggestions

HSBC Midcap Equity generates negative expected return over the last 30 days
The fund retains 98.75% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.
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