Alps/kotak India Competition

INDIX Fund

USD 16.09 0.05 0.31%

Alpskotak India Growth competes with Qs Moderate, Eip Growth, Champlain Mid, Crafword Dividend, and Needham Aggressive; as well as few others. The fund is listed under India Equity category and is part of ALPS family. The entity is thematically classified as Monster Funds. Analyzing Alps/kotak India competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Alps/kotak India to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Alps/kotak India Correlation with its peers.

Alps/kotak India vs Aam/bahl Gaynor Correlation

Significant diversification

The correlation between Alpskotak India Growth and AFNIX is 0.09 (i.e., Significant diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Alpskotak India Growth and AFNIX in the same portfolio, assuming nothing else is changed.

Moving together with Alps/kotak Mutual Fund

1.0

INAAX

Alpskotak India Growth

Pair Corr

Moving against Alps/kotak Mutual Fund

0.48	CSRSX	Cohen Steers Realty	Pair Corr
0.32	PAUPX	Pimco All Asset	Pair Corr
0.31	BASAZX	Basazx	Pair Corr
0.31	PAUIX	Pimco All Asset	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
15.35	16.09	16.83

Details

Intrinsic

Valuation

Low	Real	High
15.46	16.20	16.94

Details

Naive

Forecast

Low	Next	High
14.91	15.65	16.39

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
16.11	16.68	17.26

Details

Alps/kotak India Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Alps/kotak India and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Alps/kotak and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Alpskotak India Growth does not affect the price movement of the other competitor.

	SCGCX	EIPIX	CIPMX	CDGCX	NEAIX	PSIJX	AFNIX
SCGCX		0.82	0.82	0.96	0.88	0.89	0.89	SCGCX
EIPIX	0.82		0.95	0.87	0.72	0.95	0.92	EIPIX
CIPMX	0.82	0.95		0.85	0.73	0.94	0.89	CIPMX
CDGCX	0.96	0.87	0.85		0.85	0.89	0.9	CDGCX
NEAIX	0.88	0.72	0.73	0.85		0.81	0.75	NEAIX
PSIJX	0.89	0.95	0.94	0.89	0.81		0.95	PSIJX
AFNIX	0.89	0.92	0.89	0.9	0.75	0.95		AFNIX
	SCGCX	EIPIX	CIPMX	CDGCX	NEAIX	PSIJX	AFNIX

Risk-Adjusted Indicators

There is a big difference between Alps/kotak Mutual Fund performing well and Alps/kotak India Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Alps/kotak India's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SCGCX	0.49	0.04	0.00	0.15	0.56	(0.53)	0.94	(1.09)	4.64
EIPIX	0.74	0.31	0.30	11.96	0.00	(0.93)	1.13	(0.86)	15.53
CIPMX	1.03	0.34	0.35	0.85	0.23	(1.39)	1.68	(1.22)	23.97
CDGCX	0.51	0.06	0.03	0.20	0.43	(0.62)	1.01	(0.96)	6.40
NEAIX	1.11	0.13	0.11	0.18	1.23	(1.19)	2.24	(2.76)	5.75
PSIJX	1.43	0.39	0.28	0.39	0.98	(1.70)	1.92	(2.18)	25.07
AFNIX	0.69	0.20	0.28	0.39	0.00	(0.88)	0.92	(0.94)	16.68

Alps/kotak India Competitive Analysis

The better you understand Alps/kotak India competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Alps/kotak India's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Alps/kotak India's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	INDIX	SCGCX	EIPIX	CIPMX	CDGCX	NEAIX	PSIJX	AFNIX
	0.31 16.09 Alps/kotak	0.55 18.35 SCGCX	0.06 17.88 Eip	0.59 20.36 Champlain	0.54 14.97 Crafword	1.19 69.45 Needham	0.23 8.57 Smallcap	0.40 24.82 Aam/bahl
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Not too volatile	Not too volatile	Very steady	Very steady	Somewhat reliable	Very steady
Market Performance (90 Days Performance)	Weakest	Fair	Good	Fair	Good	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Under Valued	Under Valued	Over Valued	Under Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Cautious Hold	Strong Buy	Buy	Strong Hold	Strong Buy	Strong Hold
Net Asset	22.94 M	490.16 M	148.81 M	3.02 B	46.54 M	1.22 B	2.02 B	1.72 B
Minimum Initial Investment	N/A	N/A	N/A	10 K	N/A	N/A	N/A	25 K
Price To Book	3.53 X	1.94 X	N/A	2.93 X	3.17 X	N/A	2.85 X	3.33 X
Five Year Return	6.07 %	7.70 %	16.09 %	2.12 %	8.28 %	15.98 %	2.69 %	10.17 %
One Year Return	2.64 %	14.73 %	10.03 %	1.20 %	12.30 %	35.76 %	15.06 %	13.40 %
Last Dividend Paid	N/A	N/A	0.13	N/A	0.01	N/A	N/A	0.03
Price To Earning	21.55 X	16.16 X	N/A	22.27 X	19.80 X	N/A	24.49 X	19.73 X
Price To Sales	1.79 X	1.18 X	N/A	2.14 X	2.35 X	N/A	1.65 X	2.98 X
Cash Position Weight	3.79 %	4.77 %	(4.06) %	2.97 %	1.08 %	13.98 %	3.86 %	1.04 %
Equity Positions Weight	92.46 %	73.89 %	100.82 %	97.03 %	98.92 %	86.01 %	96.14 %	98.68 %
Three Year Return	7.68 %	13.38 %	15.17 %	6.66 %	8.92 %	27.65 %	14.93 %	11.64 %
Annual Yield	0.04 %	0.01 %	0.03 %	N/A	0 %	N/A	N/A	0.02 %
Year To Date Return	3.97 %	1.71 %	4.65 %	1.53 %	2.59 %	11.39 %	8.37 %	2.73 %
Bond Positions Weight	N/A	3.72 %	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	6.56 %	7.34 %	14.39 %	8.16 %	11.68 %	13.73 %	N/A
Day Typical Price	16.09	18.35	17.88	20.36	14.97	69.45	8.57	24.82
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.05	0.1	0.01	0.12	0.08	0.82	0.02	0.1
Rate Of Daily Change	1.0	1.01	1.0	1.01	1.01	1.01	1.0	1.0
Day Median Price	16.09	18.35	17.88	20.36	14.97	69.45	8.57	24.82
Price Action Indicator	0.025	0.05	0.005	0.06	0.04	0.41	0.01	0.05
Relative Strength Index	36.86	60.98	74.99	68.83	64.71	69.25	72.3	73.32
Coefficient Of Variation	(1,156)	646.55	593.63	723.95	661.2	525.37	609.79	702.3
Mean Deviation	0.5378	0.4882	0.7388	1.03	0.5146	1.11	1.43	0.6882
Jensen Alpha	(0.10)	0.0367	0.3073	0.3364	0.0598	0.1272	0.3937	0.2039
Total Risk Alpha	(0.17)	0.0088	0.0681	0.0203	0.0095	0.08	0.1079	0.0196
Sortino Ratio	N/A	0.0038	0.3038	0.3548	0.0301	0.1071	0.2822	0.2787
Downside Variance	N/A	0.4733	0.5042	0.6402	0.4103	2.46	2.25	0.3972
Standard Deviation	0.7416	0.6894	1.9	2.81	0.8153	1.43	3.21	1.96
Kurtosis	2.77	4.41	51.65	54.53	14.32	0.2539	44.14	55.41
Potential Upside	0.9552	0.9403	1.13	1.68	1.01	2.24	1.92	0.9197
Treynor Ratio	(0.26)	0.1517	11.96	0.855	0.1992	0.1828	0.394	0.3853
Maximum Drawdown	4.66	4.64	15.53	23.97	6.4	5.75	25.07	16.68
Variance	0.55	0.4752	3.6	7.89	0.6648	2.04	10.33	3.86
Market Risk Adjusted Performance	(0.25)	0.1617	11.97	0.865	0.2092	0.1928	0.404	0.3953
Risk Adjusted Performance	(0.06)	0.1135	0.1305	0.1094	0.1126	0.1454	0.1288	0.1114
Skewness	(0.30)	0.7141	6.76	7.06	2.49	(0.61)	6.0	7.13
Semi Deviation	N/A	0.5569	0.0	0.2318	0.4328	1.23	0.9826	0.0
Information Ratio	(0.23)	0.0038	0.1136	0.1011	0.0237	0.1175	0.1316	0.0894
Value At Risk	(1.01)	(1.09)	(0.86)	(1.22)	(0.96)	(2.76)	(2.18)	(0.94)
Expected Short fall	N/A	(0.53)	(0.93)	(1.39)	(0.62)	(1.19)	(1.70)	(0.88)
Downside Deviation	N/A	0.6879	0.7101	0.8001	0.6406	1.57	1.5	0.6303
Semi Variance	N/A	0.3101	(0.04)	0.0537	0.1873	1.51	0.9655	(0.02)

Alps/kotak India Competition Performance Charts

Five steps to successful analysis of Alps/kotak India Competition

Alps/kotak India's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Alpskotak India Growth in relation to its competition. Alps/kotak India's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Alps/kotak India in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Alps/kotak India's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Alpskotak India Growth, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Alps/kotak India position

In addition to having Alps/kotak India in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Alps/kotak Mutual Fund

Alps/kotak India financial ratios help investors to determine whether Alps/kotak 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 Alps/kotak with respect to the benefits of owning Alps/kotak India security.

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Alps/kotak India Competition

Alps/kotak India vs Aam/bahl Gaynor Correlation

Significant diversification

Moving together with Alps/kotak Mutual Fund

Moving against Alps/kotak Mutual Fund

Specify up to 10 symbols:

Alps/kotak India Competition Correlation Matrix

Risk-Adjusted Indicators

Alps/kotak India Competitive Analysis

Alps/kotak India Competition Performance Charts

Five steps to successful analysis of Alps/kotak India Competition

Complement your Alps/kotak India position

Did You Try This Idea?

Run Electronics Thematic Idea Now

Electronics

Other Information on Investing in Alps/kotak Mutual Fund

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