Principal Tax (India) Manager Performance Evaluation

F0GBR06S29 -- India Fund  

INR 198.01  6.06  2.97%

The fund holds Beta of 0.0 which implies the returns on MARKET and Principal Tax are completely uncorrelated. Although it is extremely important to respect Principal Tax Savings current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 Principal Tax Savings technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Principal Tax Savings Reg has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Principal Tax is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low201.7200
Fifty Two Week High201.7200
Annual Report Expense Ratio2.76%
Horizon     30 Days    Login   to change

Principal Tax Savings Relative Risk vs. Return Landscape

If you would invest  19,801  in Principal Tax Savings Reg on May 25, 2019 and sell it today you would earn a total of  0.00  from holding Principal Tax Savings Reg or generate 0.0% return on investment over 30 days. Principal Tax Savings Reg 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 Principal Tax and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Principal Tax Market Risk Analysis

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

Principal Tax Alerts

Equity Alerts and Improvement Suggestions

Principal Tax is not yet fully synchronised with the market data
The fund retains about 5.77% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.