Kotak Gilt (India) Manager Performance Evaluation

100280 -- India Fund  

INR 11.76  0.01  0.09%

The fund secures Beta (Market Risk) of 0.0259 which conveys that as returns on market increase, Kotak Gilt returns are expected to increase less than the market. However during bear market, the loss on holding Kotak Gilt will be expected to be smaller as well. Although it is extremely important to respect Kotak Gilt Investment price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Kotak Gilt Investment technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Kotak Gilt Investment Relative Risk vs. Return Landscape

If you would invest  1,176  in Kotak Gilt Investment PF Reg Div on January 18, 2019 and sell it today you would earn a total of  0.00  from holding Kotak Gilt Investment PF Reg Div or generate 0.0% return on investment over 30 days. Kotak Gilt Investment PF Reg Div is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Kotak Gilt and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Kotak Gilt Current Valuation

Not valued
February 17, 2019
Market Value
Real Value
Target Odds
Odds Odds
Kotak Gilt is Unknown risk asset. Kotak Gilt Investment last-minute Real Value cannot be determined due to lack of data. The latest price of Kotak Gilt Investment is 11.76. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kotak Gilt Investment from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Kotak Gilt Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Kotak Gilt is performing at about 0% of its full potential. 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 Kotak Gilt by adding it to a well-diversified portfolio.

Kotak Gilt Performance Rating

Kotak Gilt Investment PF Reg Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Kotak Gilt Investment PF Reg Div has generated negative risk-adjusted returns adding no value to fund investors.

Kotak Gilt Alerts

Equity Alerts and Improvement Suggestions

Kotak Gilt is not yet fully synchronised with the market data
The fund holds about 96.75% of its total net assets in fixed income securities

Kotak Gilt Performance Indicators

Kotak Gilt Investment Basic Price Performance Measures

Fifty Two Week Low12.1635
Fifty Two Week High12.1635
Annual Report Expense Ratio2.13%
Check also Trending Equities. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Search macroaxis.com