Baron India Institutional Fund Manager Performance Evaluation
| BINDX Fund | 8.86 0.17 1.96% |
The fund shows a Beta (market volatility) of 0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baron India's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron India is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Baron India Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Baron India is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreBaron |
Baron India Relative Risk vs. Return Landscape
If you would invest 937.00 in Baron India Institutional on November 6, 2025 and sell it today you would lose (51.00) from holding Baron India Institutional or give up 5.44% of portfolio value over 90 days. Baron India Institutional is currently producing negative expected returns and takes up 0.8872% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Baron, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron India Current Valuation
Fairly Valued
Today
Please note that Baron India's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Baron India Institutional shows a prevailing Real Value of USD8.9 per share. The current price of the fund is USD8.86. Our model approximates the value of Baron India Institutional from analyzing the entity technical indicators and probability of bankruptcy. In general, investors favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baron India is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron India'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 8.86 | Real 8.9 | Hype 8.86 | Naive 9.04 |
The intrinsic value of Baron India'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, news, and other external factors that may influence Baron India's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baron India Institutional helps investors to forecast how Baron mutual 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 Baron India more accurately as focusing exclusively on Baron India's fundamentals will not take into account other important factors: Baron India Target Price Odds to finish over Current Price
The tendency of Baron Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 8.86 | 90 days | 8.86 | about 80.19 |
Based on a normal probability distribution, the odds of Baron India to move above the current price in 90 days from now is about 80.19 (This Baron India Institutional probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Baron India Price Density |
| Price |
Predictive Modules for Baron India
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baron India Institutional. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baron India's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Baron India Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron India is not an exception. The market had few large corrections towards the Baron India's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Baron India Institutional, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron India within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.14 | |
β | Beta against Dow Jones | 0.16 | |
σ | Overall volatility | 0.33 | |
Ir | Information ratio | -0.2 |
Baron India Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baron India for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron India Institutional can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Baron India generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
Baron India Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron India, and Baron India 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 Baron Mutual Fund performance.
About Baron India Performance
Evaluating Baron India's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron India 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 Baron India has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is a diversified fund that, under normal circumstances, invests at least 80 percent of its net assets in equity securities of companies located in India. The Adviser considers a company or other issuer to be located in India, and a security or instrument is deemed to be an Indian security or instrument, if it has substantial ties to India. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.Things to note about Baron India Institutional performance evaluation
Checking the ongoing alerts about Baron India for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron India Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron India generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Baron India'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 Baron India's stock is overvalued or undervalued compared to its peers.
- Examining Baron India'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 Baron India's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron India's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron India's mutual fund. These opinions can provide insight into Baron India's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron India financial ratios help investors to determine whether Baron Mutual 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 Baron with respect to the benefits of owning Baron India security.
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