Alps/kotak India Equity Positions Weight vs. Five Year Return
| INDIX Fund | USD 20.58 0.04 0.19% |
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 Five Year Return vs. Equity Positions Weight 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 rated below average in equity positions weight among similar funds. It is rated fourth overall fund in five year return among similar funds reporting about 0.13 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Alpskotak India Growth is roughly 7.94 . 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 Five Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Alps/kotak India |
| = | 92.46 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Alps/kotak India |
| = | 11.64 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Alps/kotak Five Year Return Comparison
Alpskotak India is currently under evaluation in five 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.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Alps/kotak India without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Global Correlations Now
Global CorrelationsFind global opportunities by holding instruments from different markets |
| All Next | Launch Module |
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?
Run Restaurants Thematic Idea Now
Restaurants
Entities that are involved in restaurant business, as well as coffee shop chains and other eateries. The Restaurants theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Restaurants Theme or any other thematic opportunities.
| View All Next | Launch |
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.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |