LIC MF (India) Manager Performance Evaluation

LICMFGOVSECD -- India Fund  

INR 10.70  0.01  0.09%

The fund owns Beta (Systematic Risk) of 0.1119 which conveys that as returns on market increase, LIC MF returns are expected to increase less than the market. However during bear market, the loss on holding LIC MF will be expected to be smaller as well.. Although it is extremely important to respect LIC MF Gov existing price patterns, it is better to be realistic regarding the information on equity price patterns. The approach to estimating 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 examining LIC MF Gov technical indicators you can today evaluate if the expected return of 0.0312% will be sustainable into the future.
Horizon     30 Days    Login   to change

LIC MF Gov Relative Risk vs. Return Landscape

If you would invest  1,069  in LIC MF Gov Sec Div on August 24, 2018 and sell it today you would earn a total of  1.00  from holding LIC MF Gov Sec Div or generate 0.09% return on investment over 30 days. LIC MF Gov Sec Div is generating 0.0312% of daily returns and assumes 0.054% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than LIC MF Gov Sec 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 (%) 
Assuming 30 trading days horizon, LIC MF Gov Sec Div is expected to generate 5.57 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.31 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.39 of returns per unit of risk over similar time horizon.

LIC MF Current Valuation

Not valued
September 23, 2018
Market Value
Real Value
Target Odds
LIC MF is Unknown risk asset. LIC MF Gov latest Real Value cannot be determined due to lack of data. The recent price of LIC MF Gov is 10.7. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of LIC MF Gov from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to invest in undervalued equities and to get rid of overvalued equities since in the future instruments prices and their ongoing real values will come together.

LIC MF Market Risk Analysis

Sharpe Ratio = 0.5774
Good Returns
Average Returns
Small Returns
Based on monthly moving average LIC MF is performing at about 38% 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 LIC MF by adding it to a well-diversified portfolio.

LIC MF Performance Rating

LIC MF Gov Sec Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in LIC MF Gov Sec Div are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

LIC MF Alerts

Equity Alerts and Improvement Suggestions

The fund maintains about 23.67% of its assets in cash
Please see also Stocks Correlation. Please also try Idea Breakdown module to analyze constituents of all macroaxis ideas. macroaxis investment ideas are predefined, sector-focused investing themes.