Hdfc Mid (India) Manager Performance Evaluation
| 0P00009J3K | 183.02 1.70 0.94% |
The fund retains a Market Volatility (i.e., Beta) of 0.0315, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hdfc Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hdfc Mid is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Hdfc Mid cap Opportunities has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong forward-looking indicators, Hdfc Mid 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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Hdfc Mid Relative Risk vs. Return Landscape
If you would invest 18,865 in Hdfc Mid cap Opportunities on August 26, 2024 and sell it today you would lose (563.00) from holding Hdfc Mid cap Opportunities or give up 2.98% of portfolio value over 90 days. Hdfc Mid cap Opportunities is generating negative expected returns and assumes 0.8285% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Hdfc, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Hdfc Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hdfc Mid's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Hdfc Mid cap Opportunities, and traders can use it to determine the average amount a Hdfc Mid'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 = -0.0522
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| Negative Returns | 0P00009J3K |
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
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hdfc Mid is not performing at its full potential. However, 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 Hdfc Mid by adding Hdfc Mid to a well-diversified portfolio.
Things to note about Hdfc Mid cap performance evaluation
Checking the ongoing alerts about Hdfc Mid for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Hdfc Mid cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hdfc Mid cap generated a negative expected return over the last 90 days |
- Analyzing Hdfc Mid'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 Hdfc Mid's stock is overvalued or undervalued compared to its peers.
- Examining Hdfc Mid'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 Hdfc Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hdfc Mid's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Hdfc Mid's fund. These opinions can provide insight into Hdfc Mid's potential for growth and whether the stock is currently undervalued or overvalued.
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