Morgan Stanley India Fund Manager Performance Evaluation
| IIF Fund | USD 28.37 0.47 1.68% |
The fund secures a Beta (Market Risk) of 0.41, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Morgan Stanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morgan Stanley is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley India are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable forward indicators, Morgan Stanley is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders.
...more1 | Morgan Stanley India Investment Fund, Inc. Shares Sold by City of London Investment Management Co. Ltd. - MarketBeat | 09/16/2024 |
2 | Allspring Global Investments Holdings, LLC Adjusts Stake in Morg - GuruFocus.com | 10/04/2024 |
| Expense Ratio | 1.2900 |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 2,778 in Morgan Stanley India on August 28, 2024 and sell it today you would earn a total of 59.00 from holding Morgan Stanley India or generate 2.12% return on investment over 90 days. Morgan Stanley India is generating 0.0368% of daily returns assuming volatility of 0.8288% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Morgan, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Morgan Stanley Current Valuation
Fairly Valued
Today
Please note that Morgan Stanley's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Morgan Stanley India secures a last-minute Real Value of $28.47 per share. The latest price of the fund is $28.37. We determine the value of Morgan Stanley India from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Morgan fund is determined by what a typical buyer is willing to pay for full or partial control of Morgan Stanley India. Since Morgan Stanley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morgan Fund. However, Morgan Stanley'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. | Historical | Market 28.37 | Real 28.47 | Hype 28.36 | Naive 27.35 |
The real value of Morgan Fund, also known as its intrinsic value, is the underlying worth of Morgan Stanley India Fund, which is reflected in its stock price. It is based on Morgan Stanley's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Morgan Stanley's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Morgan Stanley India helps investors to forecast how Morgan 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 Morgan Stanley more accurately as focusing exclusively on Morgan Stanley's fundamentals will not take into account other important factors: Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Morgan Stanley India, and traders can use it to determine the average amount a Morgan Stanley'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 = 0.0443
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| Negative Returns | IIF |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 3% 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 Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Fund prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Fund performance.
| Return On Equity | -3.3 | ||||
| Return On Asset | -0.51 | ||||
| Operating Margin | (141.65) % | ||||
| Current Valuation | 250.75 M | ||||
| Shares Outstanding | 11.2 M | ||||
| Price To Earning | 20.94 X | ||||
| Price To Book | 0.94 X | ||||
| Price To Sales | 149.50 X | ||||
| Revenue | 1.78 M | ||||
| Cash And Equivalents | 7.07 M | ||||
| Cash Per Share | 0.66 X | ||||
| Book Value Per Share | 25.25 X | ||||
| Earnings Per Share | 1.14 X | ||||
About Morgan Stanley Performance
By analyzing Morgan Stanley's fundamental ratios, stakeholders can gain valuable insights into Morgan Stanley's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Morgan Stanley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Morgan Stanley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Morgan Stanley India Investment Fund, Inc. is a closed ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. The fund is co-managed by Morgan Stanley Investment Management Company. It invests in the public equity markets of India. The fund invests in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the U.S. dollar adjusted BSE National Index. Morgan Stanley India Investment Fund, Inc. was formed on December 22, 1993 and is domiciled in the United States.Things to note about Morgan Stanley India performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Morgan Stanley India help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Morgan Stanley's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Morgan Stanley's fund performance include:- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's fund. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morgan Fund
Morgan Stanley financial ratios help investors to determine whether Morgan Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morgan with respect to the benefits of owning Morgan Stanley security.
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