Large Cap E Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of 0.74, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Large Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Cap is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Large Cap E are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Large Cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 13th of March 2025 | |
| Expense Ratio | 0.8600 |
Large |
Large Cap Relative Risk vs. Return Landscape
If you would invest 1,549 in Large Cap E on November 22, 2025 and sell it today you would earn a total of 504.00 from holding Large Cap E or generate 32.54% return on investment over 90 days. Large Cap E is currently producing 0.5131% returns and takes up 2.809% volatility of returns over 90 trading days. Put another way, 25% of traded mutual funds are less volatile than Large, and 90% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Large Cap 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 Large Cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Large Cap E can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Large Cap E is not yet fully synchronised with the market data | |
| Large Cap E has some characteristics of a very speculative penny stock | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
Large Cap Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Cap, and Large Cap 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 Large Mutual Fund performance.
| Price To Earning | 18.13 X | ||||
| Price To Book | 2.86 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 361.82 M | ||||
Things to note about Large Cap E performance evaluation
Checking the ongoing alerts about Large Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Cap E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Large Cap E is not yet fully synchronised with the market data | |
| Large Cap E has some characteristics of a very speculative penny stock | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
- Analyzing Large Cap'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 Large Cap's stock is overvalued or undervalued compared to its peers.
- Examining Large Cap'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 Large Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Cap's mutual fund. These opinions can provide insight into Large Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Other Tools for Large Mutual Fund
When running Large Cap's price analysis, check to measure Large Cap'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 Large Cap is operating at the current time. Most of Large Cap's value examination focuses on studying past and present price action to predict the probability of Large Cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Large Cap's price. Additionally, you may evaluate how the addition of Large Cap to your portfolios can decrease your overall portfolio volatility.
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