Alpskotak India Growth Fund Manager Performance Evaluation
| INDIX Fund | USD 20.58 0.04 0.19% |
The fund shows a Beta (market volatility) of 0.52, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Alps/kotak India's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alps/kotak India is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Alpskotak India Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Alps/kotak India is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | A Once-in-a-Decade Investment Opportunity 1 Little-Known Vanguard Index Fund to Buy for the Artificial Intelligence Boom - MSN | 11/21/2024 |
| Expense Ratio | 1.0000 |
Alps/kotak |
Alps/kotak India Relative Risk vs. Return Landscape
If you would invest 2,081 in Alpskotak India Growth on September 1, 2024 and sell it today you would lose (23.00) from holding Alpskotak India Growth or give up 1.11% of portfolio value over 90 days. Alpskotak India Growth is currently producing negative expected returns and takes up 0.905% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Alps/kotak, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alps/kotak India Current Valuation
Fairly Valued
Today
Please note that Alps/kotak India's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Alpskotak India Growth shows a prevailing Real Value of $20.65 per share. The current price of the fund is $20.58. We determine the value of Alpskotak India Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Alps/kotak India is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alps/kotak Mutual Fund. However, Alps/kotak India's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.58 | Real 20.65 | Hype 20.58 | Naive 20.99 |
The intrinsic value of Alps/kotak India's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Alps/kotak India's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Alpskotak India Growth helps investors to forecast how Alps/kotak mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Alps/kotak India more accurately as focusing exclusively on Alps/kotak India's fundamentals will not take into account other important factors: Alps/kotak India Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alps/kotak India's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alpskotak India Growth, and traders can use it to determine the average amount a Alps/kotak India'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 = -0.0147
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| Negative Returns | INDIX |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Alps/kotak India 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 Alps/kotak India by adding Alps/kotak India to a well-diversified portfolio.
Alps/kotak India Fundamentals Growth
Alps/kotak Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alps/kotak India, and Alps/kotak India 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 Alps/kotak Mutual Fund performance.
| Price To Earning | 21.55 X | ||||
| Price To Book | 3.53 X | ||||
| Price To Sales | 1.79 X | ||||
| Total Asset | 361.65 M | ||||
About Alps/kotak India Performance
Evaluating Alps/kotak India's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alps/kotak India 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 Alps/kotak India has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity and equity-linked securities of Indian companies. Equity securities in which the fund can invest may include common stocks, preferred stocks, convertible securities, rights and warrants to buy common stocks. The Advisor intends to invest in companies of all capitalization sizes.Things to note about Alpskotak India Growth performance evaluation
Checking the ongoing alerts about Alps/kotak India for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alpskotak India Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Alps/kotak India generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: A Once-in-a-Decade Investment Opportunity 1 Little-Known Vanguard Index Fund to Buy for the Artificial Intelligence Boom - MSN | |
| The fund retains 92.46% of its assets under management (AUM) in equities |
- Analyzing Alps/kotak India'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 Alps/kotak India's stock is overvalued or undervalued compared to its peers.
- Examining Alps/kotak India'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 Alps/kotak India's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alps/kotak India's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alps/kotak India's mutual fund. These opinions can provide insight into Alps/kotak India's potential for growth and whether the stock is currently undervalued or overvalued.
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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