HDFC Asset (India) Performance
| HDFCAMC Stock | 4,210 32.15 0.76% |
The company retains a Market Volatility (i.e., Beta) of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, HDFC Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding HDFC Asset is expected to be smaller as well. At this point, HDFC Asset Management has a negative expected return of -0.0512%. Please make sure to check out HDFC Asset's standard deviation, maximum drawdown, kurtosis, as well as the relationship between the total risk alpha and potential upside , to decide if HDFC Asset Management performance from the past will be repeated in the future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days HDFC Asset Management has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, HDFC Asset is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0165 | Payout Ratio 0.6787 | Forward Dividend Rate 70 | Ex Dividend Date 2024-06-18 |
1 | HDFC AMC shares gain 0.16 percent as Sensex falls - The Economic Times | 09/04/2024 |
2 | HDFC AMC shares drop 0.17 percent as Sensex rises - MSN | 09/25/2024 |
3 | HDFC AMC shares down 2.44 percent as Sensex falls - MSN | 10/01/2024 |
4 | HDFC AMC rises 1.36 percent as Sensex climbs - The Economic Times | 10/08/2024 |
5 | HDFC AMC shares rise 0.47 percent as Sensex climbs - Economic Times | 11/18/2024 |
| Begin Period Cash Flow | 44.6 M |
HDFC |
HDFC Asset Relative Risk vs. Return Landscape
If you would invest 442,050 in HDFC Asset Management on August 30, 2024 and sell it today you would lose (17,860) from holding HDFC Asset Management or give up 4.04% of portfolio value over 90 days. HDFC Asset Management is generating negative expected returns and assumes 1.7708% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks 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 Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HDFC Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HDFC Asset Management, and traders can use it to determine the average amount a HDFC Asset'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 = -0.0289
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HDFCAMC |
Estimated Market Risk
| 1.77 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average HDFC Asset 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 Asset by adding HDFC Asset to a well-diversified portfolio.
HDFC Asset Fundamentals Growth
HDFC Stock prices reflect investors' perceptions of the future prospects and financial health of HDFC Asset, and HDFC Asset 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 HDFC Stock performance.
| Return On Equity | 0.34 | ||||
| Return On Asset | 0.27 | ||||
| Profit Margin | 0.60 % | ||||
| Operating Margin | 0.81 % | ||||
| Current Valuation | 905.14 B | ||||
| Shares Outstanding | 213.68 M | ||||
| Price To Book | 13.33 X | ||||
| Price To Sales | 24.87 X | ||||
| Revenue | 25.84 B | ||||
| Gross Profit | 21.1 B | ||||
| EBITDA | 25.36 B | ||||
| Net Income | 19.43 B | ||||
| Cash And Equivalents | 44.6 M | ||||
| Total Debt | 766.8 M | ||||
| Book Value Per Share | 318.02 X | ||||
| Cash Flow From Operations | 16.15 B | ||||
| Earnings Per Share | 103.08 X | ||||
| Total Asset | 75.54 B | ||||
| Retained Earnings | 59.76 B | ||||
About HDFC Asset Performance
By analyzing HDFC Asset's fundamental ratios, stakeholders can gain valuable insights into HDFC Asset's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if HDFC Asset 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 HDFC Asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
HDFC Asset is entity of India. It is traded as Stock on NSE exchange.Things to note about HDFC Asset Management performance evaluation
Checking the ongoing alerts about HDFC Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HDFC Asset Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HDFC Asset generated a negative expected return over the last 90 days | |
| About 56.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: HDFC AMC shares rise 0.47 percent as Sensex climbs - Economic Times |
- Analyzing HDFC Asset'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 Asset's stock is overvalued or undervalued compared to its peers.
- Examining HDFC Asset'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 Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HDFC Asset's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HDFC Asset's stock. These opinions can provide insight into HDFC Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for HDFC Stock analysis
When running HDFC Asset's price analysis, check to measure HDFC Asset'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 HDFC Asset is operating at the current time. Most of HDFC Asset's value examination focuses on studying past and present price action to predict the probability of HDFC Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HDFC Asset's price. Additionally, you may evaluate how the addition of HDFC Asset to your portfolios can decrease your overall portfolio volatility.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |