IDFC UST (India) Manager Performance Evaluation

IDFCUSTQTDIV -- India Fund  

INR 10.86  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of 0.0136 which attests that as returns on market increase, IDFC UST returns are expected to increase less than the market. However during bear market, the loss on holding IDFC UST will be expected to be smaller as well.. Although it is extremely important to respect IDFC UST Reg 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 IDFC UST Reg technical indicators you can right now evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

IDFC UST Reg Relative Risk vs. Return Landscape

If you would invest  1,086  in IDFC UST Reg Qtr Div on October 17, 2018 and sell it today you would earn a total of  0.00  from holding IDFC UST Reg Qtr Div or generate 0.0% return on investment over 30 days. IDFC UST Reg Qtr Div 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 IDFC UST Reg Qtr Div and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

IDFC UST Current Valuation

Not valued
November 16, 2018
10.86
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
IDFC UST is Unknown risk asset. IDFC UST Reg regular Real Value cannot be determined due to lack of data. The prevalent price of IDFC UST Reg is 10.86. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of IDFC UST Reg 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.

IDFC UST Market Risk Analysis

Sharpe Ratio = 0.0
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
IDFCUSTQTDIV
Based on monthly moving average IDFC UST 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 IDFC UST by adding it to a well-diversified portfolio.

IDFC UST Performance Rating

IDFC UST Reg Qtr Div Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days IDFC UST Reg Qtr Div has generated negative risk-adjusted returns adding no value to fund investors.

IDFC UST Alerts

Equity Alerts and Improvement Suggestions

IDFC UST Reg is not yet fully synchronised with the market data
The fund retains about 57.74% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Price Transformation module to use price transformation models to analyze depth of different equity instruments across global markets.
Search macroaxis.com