HDFC ST (India) Manager Performance Evaluation

HDFCSTOPPFTD -- India Fund  

INR 10.26  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of -0.0074 which attests that as returns on market increase, returns on owning HDFC ST are expected to decrease at a much smaller rate. During bear market, HDFC ST is likely to outperform the market. . Although it is extremely important to respect HDFC ST Opp current price history, it is better to be realistic regarding the information on equity current price movements. The approach into determining 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 inspecting HDFC ST Opp technical indicators you can right now evaluate if the expected return of 0.0163% will be sustainable into the future.
Horizon     30 Days    Login   to change

HDFC ST Opp Relative Risk vs. Return Landscape

If you would invest  1,025  in HDFC ST Opp Ft Div on December 16, 2018 and sell it today you would earn a total of  1.00  from holding HDFC ST Opp Ft Div or generate 0.1% return on investment over 30 days. HDFC ST Opp Ft Div is generating 0.0163% of daily returns and assumes 0.0398% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than HDFC ST Opp 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, HDFC ST Opp is expected to generate 0.02 times more return on investment than the market. However, the company is 50.9 times less risky than the market. It trades about 0.41 of its potential returns per unit of risk. The DOW is currently generating roughly -0.06 per unit of risk.

HDFC ST Current Valuation

Not valued
January 15, 2019
10.26
Market Value
0.00
Real Value
Target Odds
Odds Odds
0.00
Upside
HDFC ST is Unknown risk asset. HDFC ST Opp regular Real Value cannot be determined due to lack of data. The prevalent price of HDFC ST Opp is 10.26. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of HDFC ST Opp from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since in the future stocks prices and their ongoing real values will come together.

HDFC ST Market Risk Analysis

Sharpe Ratio = 0.4082
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HDFCSTOPPFTD
Based on monthly moving average HDFC ST is performing at about 27% 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 HDFC ST by adding it to a well-diversified portfolio.

HDFC ST Performance Rating

HDFC ST Opp Ft Div Risk Adjusted Performance Analysis

27

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in HDFC ST Opp Ft Div are ranked lower than 27 (%) of all funds and portfolios of funds over the last 30 days.

HDFC ST Alerts

Equity Alerts and Improvement Suggestions

HDFC ST Opp is not yet fully synchronised with the market data
The fund retains about 22.48% of its assets under management (AUM) in cash

HDFC ST Performance Indicators

HDFC ST Opp Basic Price Performance Measures

Fifty Two Week Low10.1825
Fifty Two Week High10.2689
Annual Report Expense Ratio0.33%
Please also check Risk vs Return Analysis. Please also try Headlines Timeline module to stay connected to all market stories and filter out noise. drill down to analyze hype elasticity.
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