IDFC Imperial (India) Manager Performance Evaluation

STANCHARTIMP -- India Fund  

INR 38.66  0.62  1.58%

The fund retains Market Volatility (i.e. Beta) of 0.0 which attests that the returns on MARKET and IDFC Imperial are completely uncorrelated. Even though it is essential to pay attention to IDFC Imperial Equity current price history, it is always good to be careful when utilizing equity current price movements. Macroaxis approach into determining future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. IDFC Imperial Equity exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

IDFC Imperial Equity Relative Risk vs. Return Landscape

If you would invest  4,055  in IDFC Imperial Equity A Gr on August 21, 2018 and sell it today you would lose (189.00)  from holding IDFC Imperial Equity A Gr or give up 4.66% of portfolio value over 30 days. IDFC Imperial Equity A Gr is generating negative expected returns and assumes 2.691% volatility on return distribution over the 30 days horizon. Simply put, 24% of equities are less volatile than IDFC Imperial Equity A Gr 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, IDFC Imperial Equity A Gr is expected to under-perform the market. In addition to that, the company is 6.82 times more volatile than its market benchmark. It trades about -0.58 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.26 per unit of volatility.

IDFC Imperial Current Valuation

Not valued
September 20, 2018
38.66
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
IDFC Imperial is Unknown risk asset. IDFC Imperial Equity regular Real Value cannot be determined due to lack of data. The prevalent price of IDFC Imperial Equity is 38.66. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of IDFC Imperial Equity 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 Imperial Market Risk Analysis

Sharpe Ratio = -0.5774
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IDFC Imperial Relative Performance Indicators

Estimated Market Risk
 2.69
  actual daily
 
 76 %
of total potential
  
Expected Return
 -1.55
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average IDFC Imperial 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 Imperial by adding it to a well-diversified portfolio.

IDFC Imperial Performance Rating

IDFC Imperial Equity A Gr Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days IDFC Imperial Equity A Gr has generated negative risk-adjusted returns adding no value to fund investors.

IDFC Imperial Alerts

Equity Alerts and Improvement Suggestions

IDFC Imperial Equity generates negative expected return over the last 30 days
The fund maintains 96.31% of its assets in stocks
Also please take a look at World Market Map. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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