Bharti Group THEME

838.778 +27.14 (+3.24%) Buy

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BHARTIGRP THEME investors looking to cut their losses short

13 min read

Bharti Group ranked worse than it's peers today. It surged by +3.24% to close at 838.778. It's recent 5 day performance has been -0.7%, +2.15%, -0.24%, -1.97% and -0.56%.

[Theme constituents]

~BHARTIGRP is currently in a bullish trend. The previous long signal in ~BHARTIGRP has not been profitable for investors in general. If you are invested in ~BHARTIGRP at current levels please make sure that your allocation is limited and that your portfolio is well diversified.


~BHARTIGRP has been underperforming the NIFTY-50 index in recent time. It showed significant underperformance (compared to the NIFTY-50 index) from 25 Oct, 2017 to 13 Dec, 2018. Over the last 2 years 11 months and 13 days, ~BHARTIGRP underperformed the NIFTY-50 index on 51% days.

~BHARTIGRP returned losses on 57% days in the last three months. During this time, it delivered on average -0.16% per day. It delivered it's best daily return of +5.48%, during this period, on Friday, 16 Nov, 2018. The longest stort-term trend during this period was 6 losing days, which started on 4 Dec, 2018 and ended on 11 Dec, 2018. This bearish trend lost -5.33% of investor capital.

The last 12 months saw ~BHARTIGRP's investors making profits in 4 months and incurring losses in 8 months. ~BHARTIGRP was less consistent in delivering monthly returs than NIFTY-50 index. ~BHARTIGRP was also a more risky investment than NIFTY-50 index as it's worst month in the last year, Jan 2018, returned -10.79% compared to -6.42% returned by NIFTY-50 index in Sep 2018. ~BHARTIGRP had a longer winning streak of losing months than NIFTY-50 index. It went down in 5 straight months (from Jan 2018 to May 2018) during which period it delivered -26.37%.

Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows.
-- Jim Rogers

~BHARTIGRP is currently seeing overall increase in volatility. In comparison, the NIFTY-50 index is seeing decrease in volatility. During the last three months, there was a significant fall in ~BHARTIGRP's volatility from 3 Oct, 2018 to 23 Oct, 2018. While there was a significant fall in the NIFTY-50 index's volatility from 21 Sep, 2018 to 5 Dec, 2018.

Advanced/professional short-term investors should note that ~BHARTIGRP has significant negative skewness in it's return distribution. This indicates that ~BHARTIGRP is very risky for short-term investment and can significantly underperform for long durations.

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

Based on your interest in ~BHARTIGRP you may find it interesting to know that DMART and BAJFINANCE have both shown remarkable performance and deserve to be on every investors' watchlist.

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