JM Large (India) Manager Performance Evaluation

The fund owns a Beta (Systematic Risk) of 0.0, which attests to not very significant fluctuations relative to the market. Let's try to break down what 0P00016BM5's beta means in this case. the returns on MARKET and JM Large are completely uncorrelated. Although it is extremely important to respect JM Large Cap 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 Large Cap technical indicators, you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.

0P00016BM5 Fund Performance 

 
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 0P00016BM5 Performance
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Over the last 90 days JM Large Cap has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, JM Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low13.13
Fifty Two Week High19.29
Annual Report Expense Ratio2.01%

JM Large Relative Risk vs. Return Landscape

If you would invest (100.00)  in JM Large Cap on July 24, 2021 and sell it today you would earn a total of  100.00  from holding JM Large Cap or generate -100.0% return on investment over 90 days. JM Large Cap is generating negative expected returns and assumes 0.0% volatility on return distribution over the 90 days horizon. Simply put, 0% of funds are less volatile than 0P00016BM5, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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JM Large Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for JM Large's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as JM Large Cap, and traders can use it to determine the average amount a JM Large'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 = 0.0

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0P00016BM5
Based on monthly moving average JM Large 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 Large by adding it to a well-diversified portfolio.

Things to note about JM Large Cap

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

JM Large Alerts

Equity Alerts and Improvement Suggestions

JM Large Cap is not yet fully synchronised with the market data
JM Large Cap has some characteristics of a very speculative penny stock
JM Large Cap is unlikely to experience financial distress in the next 2 years
The fund holds about 21.15% of its total net assets in cash
Check out Trending Equities. Note that the JM Large Cap information on this page should be used as a complementary analysis to other JM Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

Other Tools for 0P00016BM5 Fund

When running JM Large Cap price analysis, check to measure JM Large'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 JM Large is operating at the current time. Most of JM Large's value examination focuses on studying past and present price action to predict the probability of JM Large's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JM Large's price. Additionally, you may evaluate how the addition of JM Large to your portfolios can decrease your overall portfolio volatility.
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