Alps/kotak India Three Year Return vs. One Year Return
| INAAX Fund | USD 19.43 0.34 1.78% |
For Alps/kotak India profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Alps/kotak India to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Alpskotak India Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Alps/kotak India's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Alpskotak India Growth over time as well as its relative position and ranking within its peers.
Alps/kotak |
Alpskotak India Growth One Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Alps/kotak India's current stock value. Our valuation model uses many indicators to compare Alps/kotak India value to that of its competitors to determine the firm's financial worth. Alpskotak India Growth is currently considered the top fund in three year return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 3.47 of One Year Return per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Alps/kotak India's earnings, one of the primary drivers of an investment's value.Alps/kotak One Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Alps/kotak India |
| = | 5.77 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Alps/kotak India |
| = | 20.04 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Alps/kotak One Year Return Comparison
Alpskotak India is currently under evaluation in one year return among similar funds.
Alps/kotak India Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Alps/kotak India, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Alps/kotak India will eventually generate negative long term returns. The profitability progress is the general direction of Alps/kotak India's change in net profit over the period of time. It can combine multiple indicators of Alps/kotak India, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Alps/kotak Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Alps/kotak India. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Alps/kotak India position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Alps/kotak India's important profitability drivers and their relationship over time.
| Three Year Return vs Year To Date Return | ||
| Five Year Return vs One Year Return | ||
| Three Year Return vs Net Asset | ||
| Cash Position Weight vs One Year Return | ||
| Three Year Return vs Equity Positions Weight |
Use Alps/kotak India in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Alps/kotak India position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Alps/kotak India will appreciate offsetting losses from the drop in the long position's value.Alps/kotak India Pair Trading
Alpskotak India Growth Pair Trading Analysis
The ability to find closely correlated positions to Alps/kotak India could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Alps/kotak India when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Alps/kotak India - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Alpskotak India Growth to buy it.
The correlation of Alps/kotak India is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Alps/kotak India moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Alpskotak India Growth moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Alps/kotak India can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to 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.Did You Try This Idea?
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Other Information on Investing in Alps/kotak Mutual Fund
To fully project Alps/kotak India's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Alpskotak India Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Alps/kotak India's income statement, its balance sheet, and the statement of cash flows.
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