DSP Banking (India) Manager Performance Evaluation

0P0000ZKLQ
  

INR 10.36  0.0003  0.0029%   

The fund shows a Beta (market volatility) of -0.0111, which means not very significant fluctuations relative to the market. Let's try to break down what 0P0000ZKLQ's beta means in this case. As returns on the market increase, returns on owning DSP Banking are expected to decrease at a much lower rate. During the bear market, DSP Banking is likely to outperform the market. Although it is important to respect DSP Banking PSU historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in predicting 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 evaluating DSP Banking PSU technical indicators, you can now evaluate if the expected return of 0.0207% will be sustainable into the future.
  
0P0000ZKLQ Performance
23 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in DSP Banking PSU are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, DSP Banking is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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0P0000ZKLQ Price Channel

Fifty Two Week Low10.42
Fifty Two Week High11.38
Annual Report Expense Ratio0.50%

DSP Banking Relative Risk vs. Return Landscape

If you would invest  1,026  in DSP Banking PSU on September 1, 2022 and sell it today you would earn a total of  10.00  from holding DSP Banking PSU or generate 0.97% return on investment over 90 days. DSP Banking PSU is generating 0.0207% of daily returns and assumes 0.0671% volatility on return distribution over the 90 days horizon. Simply put, 0% of funds are less volatile than 0P0000ZKLQ, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days trading horizon DSP Banking is expected to generate 7.27 times less return on investment than the market. But when comparing it to its historical volatility, the company is 21.01 times less risky than the market. It trades about 0.31 of its potential returns per unit of risk. The DOW is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

DSP Banking Current Valuation

Overvalued
Today 10.36
Please note that DSP Banking's price fluctuation is very steady at this time.
DSP Banking PSU shows a prevailing Real Value of 9.52 per share. The current price of the fund is 10.36. At this time, the entity appears to be overvalued. We determine the value of DSP Banking PSU from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued funds and dropping overvalued funds since, at some point future time, fund prices and their ongoing real values will submerge.
Our valuation method for DSP Banking PSU is useful when determining the fair value of the 0P0000ZKLQ fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of DSP Banking. Since DSP Banking is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P0000ZKLQ Fund. However, DSP Banking's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
9.52
Real Value
11.40
Upside
Estimating the potential upside or downside of DSP Banking PSU helps investors to forecast how 0P0000ZKLQ fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of DSP Banking more accurately as focusing exclusively on DSP Banking's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.2210.2810.33
Details
Hype
Prediction
LowEstimated ValueHigh
10.2910.3610.43
Details
Naive
Forecast
LowNext ValueHigh
10.2910.3610.43
Details

DSP Banking Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for DSP Banking's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as DSP Banking PSU, and traders can use it to determine the average amount a DSP Banking's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.3079

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0P0000ZKLQ
Based on monthly moving average DSP Banking is performing at about 23% 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 DSP Banking by adding it to a well-diversified portfolio.

About DSP Banking Performance

To evaluate DSP Banking PSU Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when DSP Banking generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare 0P0000ZKLQ Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand DSP Banking PSU market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents 0P0000ZKLQ's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment objective of the Scheme is to seek to generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks and public sector entitiesundertakings. DSP Banking is traded on Bombay Stock Exchange in India.

Things to note about DSP Banking PSU

Checking the ongoing alerts about DSP Banking for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for DSP Banking PSU help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

DSP Banking Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 9.61% of its total net assets in cash
Please continue to Trending Equities. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Other Tools for 0P0000ZKLQ Fund

When running DSP Banking PSU price analysis, check to measure DSP Banking's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy DSP Banking is operating at the current time. Most of DSP Banking's value examination focuses on studying past and present price action to predict the probability of DSP Banking's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move DSP Banking's price. Additionally, you may evaluate how the addition of DSP Banking to your portfolios can decrease your overall portfolio volatility.
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