JM ST (India) Manager Performance Evaluation

The fund owns Beta (Systematic Risk) of 0.0 which attests that the returns on MARKET and JM ST are completely uncorrelated. Although it is extremely important to respect JM ST Instl existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way in which we are 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 JM ST Instl technical indicators you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days JM ST Instl Fr Div has generated negative risk-adjusted returns adding no value to fund investors. In defiance of relatively invariable forward-looking signals, JM ST is not utilizing all of its potentials. The current stock price agitation, may contribute to short running losses for the management.
Fifty Two Week Low10.54
Fifty Two Week High10.57
Annual Report Expense Ratio0.95%
Horizon     30 Days    Login   to change

JM ST Instl Relative Risk vs. Return Landscape

If you would invest  0.00  in JM ST Instl Fr Div on May 25, 2019 and sell it today you would earn a total of  0.00  from holding JM ST Instl Fr Div or generate 0.0% return on investment over 30 days. JM ST Instl Fr 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 JM ST and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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JM ST Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average JM ST 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 JM ST by adding it to a well-diversified portfolio.

JM ST Alerts

Equity Alerts and Improvement Suggestions

JM ST Instl is not yet fully synchronised with the market data
JM ST Instl has some characteristics of a very speculative penny stock
The fund retains about 56.71% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Portfolio Reporting module to create custom reports across your portfolios and generate quick suggestion pitch.