JM Large (India) Manager Performance Evaluation

The fund owns a Beta (Systematic Risk) of -0.1427, 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. As returns on the market increase, returns on owning JM Large are expected to decrease at a much lower rate. During the bear market, JM Large is likely to outperform the market. Although it is important to respect JM Large Cap existing price patterns, it is better to be realistic regarding the information on the equity's 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 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.
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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 2, 2022 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.
  Daily Expected Return (%)  
       Risk (%)  

JM Large Current Valuation

Fairly Valued
Today 22.91
Please note that JM Large's price fluctuation is very steady at this time.
JM Large Cap owns a latest Real Value of 22.47 per share. The recent price of the fund is 22.91. At this time, the entity appears to be fairly valued. We determine the value of JM Large Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage taking in undervalued funds and trading overvalued funds since, sooner or later, fund prices and their ongoing real values will blend.
Our valuation method for JM Large Cap is useful when determining the fair value of the 0P00016BM5 fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of JM Large. Since JM Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P00016BM5 Fund. However, JM Large'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.
22.47
Real Value
25.20
Upside
Estimating the potential upside or downside of JM Large Cap helps investors to forecast how 0P00016BM5 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 JM Large more accurately as focusing exclusively on JM Large's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.7822.1522.52
Details
Hype
Prediction
LowEstimated ValueHigh
22.9122.9122.91
Details
Naive
Forecast
LowNext ValueHigh
21.8721.8721.87
Details

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.

About JM Large Performance

To evaluate JM Large Cap 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 JM Large 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 0P00016BM5 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 JM Large Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents 0P00016BM5'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 scheme seeks to provide optimum capital growth and appreciation. JM Large is traded on Bombay Stock Exchange in India.

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. Fund 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 unlikely to experience financial distress in the next 2 years
The fund holds about 21.15% of its total net assets in cash
Please continue to Trending Equities. You can also try Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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