817.35 +0.6 (+0.07%) Sell

Joy for IBULHSGFIN investors as it ranks better than it's peers but, has not managed to breakout

13 min read

INDIABULLS HSG FIN LTD managed to outperform the broader market on Friday. It surged by +0.07% to close at 817.35. It is currently trading -40% below it's 52 week high of 1377.15.

[Themes containing IBULHSGFIN]

Buy-and-Hold investors in IBULHSGFIN experienced a maximum drawdown of -21.16% over the last three months. It surged by +26.96% during this strong bullish trending period. There were no long signals during this period. However, the short signal incurred a significant loss, losing -26.96% of investors' capital.


IBULHSGFIN has been outperforming the NIFTY-50 index in recent time. It showed significant underperformance (compared to the NIFTY-50 index) from 16 Apr, 2018 to 19 Oct, 2018. Over the last 3 years and 1 month, IBULHSGFIN underperformed the NIFTY-50 index on 50% days. Which indicates that on days IBULHSGFIN underperforms the NIFTY-50 index, it's performance is marginally worse than on the days it outperforms the NIFTY-50 index.

IBULHSGFIN was profitable on 52% days in the last three months. During this time, it delivered on average +0.45% per day. It delivered it's best daily return of +12.82%, during this period, on Monday, 29 Oct, 2018. The longest stort-term trend during this period was 7 losing days, which started on 13 Nov, 2018 and ended on 21 Nov, 2018. This bearish trend lost -20.02% of investor capital.

During the last year IBULHSGFIN had 3 profitable months and 9 loss making months. IBULHSGFIN returned profits in fewer months than NIFTY-50 index. IBULHSGFIN was also a more risky investment than NIFTY-50 index as it's worst month in the last year, Sep 2018, returned -32.21% compared to -6.42% returned by NIFTY-50 index in Sep 2018. IBULHSGFIN had a longer winning streak of losing months than NIFTY-50 index. It went down in 4 straight months (from Aug 2018 to Nov 2018) during which period it delivered -55.51%. It is interesting to note that both IBULHSGFIN and NIFTY-50 index significantly outperform during months when quarterly/annual results are announced.

Buy when everyone else is selling and hold until everyone else is buying. That's not just a catchy slogan. It's the very essence of successful investing.
-- J. Paul Getty

IBULHSGFIN is currently seeing overall fall in volatility. In comparison, the NIFTY-50 index is seeing decrease in volatility. During the last three months, there was a significant fall in IBULHSGFIN's volatility from 19 Oct, 2018 to 15 Jan, 2019. While there was a significant fall in the NIFTY-50 index's volatility from 31 Oct, 2018 to 5 Dec, 2018.

Advanced/professional short-term investors should note that IBULHSGFIN has negative skewness in it's return distribution. This indicates that investors may need to stay invested through long periods of drawdown before expecting a recovery.

Investors trading in IBULHSGFIN derivatives at this moment can consider 'Married Call' options strategy to receive better risk-adjusted returns.

NIFTY-50 index has more chance of extreme outcomes than IBULHSGFIN. Therefore, NIFTY-50 must receive a lower allocation than IBULHSGFIN in your portfolio. NIFTY-50 index usually has shorter drawdown period than IBULHSGFIN.

Based on your interest in IBULHSGFIN you may find it interesting to know that BAJFINANCE, NIFTY-GS-15YRPLUS and BRITANNIA have all shown remarkable performance and qualify to be on every investor's watchlist.

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