UTI Balanced (India) Manager Performance Evaluation

UTIBALANCEDA -- India Fund  

INR 170.98  3.56  2.13%

The entity has beta of -1.04 which indicates . Even though it is essential to pay attention to UTI Balanced Gr current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis way in which we are measuring 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. UTI Balanced Gr exposes twenty different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

UTI Balanced Gr Relative Risk vs. Return Landscape

If you would invest  17,098  in UTI Balanced Gr on August 25, 2018 and sell it today you would lose (356.00)  from holding UTI Balanced Gr or give up 2.08% of portfolio value over 30 days. UTI Balanced Gr is generating negative expected returns and assumes 1.4723% volatility on return distribution over the 30 days horizon. Simply put, 13% of equities are less volatile than UTI Balanced 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, UTI Balanced Gr is expected to under-perform the market. In addition to that, the company is 3.53 times more volatile than its market benchmark. It trades about -0.71 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.32 per unit of volatility.

UTI Balanced Current Valuation

Not valued
September 24, 2018
170.98
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
UTI Balanced is Unknown risk asset. UTI Balanced Gr current Real Value cannot be determined due to lack of data. The regular price of UTI Balanced Gr is 170.98. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of UTI Balanced Gr from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point in time securities prices and their ongoing real values will draw towards each other.

UTI Balanced Market Risk Analysis

Sharpe Ratio = -0.7071
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsUTIBALANCEDA

UTI Balanced Relative Performance Indicators

Estimated Market Risk
 1.47
  actual daily
 
 87 %
of total potential
  
Expected Return
 -1.04
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.71
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average UTI Balanced 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 UTI Balanced by adding it to a well-diversified portfolio.

UTI Balanced Performance Rating

UTI Balanced Gr Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days UTI Balanced Gr has generated negative risk-adjusted returns adding no value to fund investors.

UTI Balanced Alerts

Equity Alerts and Improvement Suggestions

The fund keeps about 24.98% of its net assets in bonds
Also please take a look at World Market Map. Please also try Equity Valuation module to check real value of public entities based on technical and fundamental data.
Search macroaxis.com