Kotak Classic (India) Manager Performance Evaluation

103039 -- India Fund  

INR 21.76  0.64  3.03%

The fund secures Beta (Market Risk) of 4.0722 which conveys that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Kotak Classic will likely underperform.. Although it is vital to follow to Kotak Classic Equity price patterns, it is good to be conservative about what you can actually do with the information regarding equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to look not only at its past charts but also at the business as a whole, including all fundamental and technical indicators. To evaluate if Kotak Classic expected return of 1.0101 will be sustainable into the future, we have found twenty-one different technical indicators which can help you to check if the expected returns are sustainable.
Horizon     30 Days    Login   to change

Kotak Classic Equity Relative Risk vs. Return Landscape

If you would invest  2,112  in Kotak Classic Equity Reg Div on August 24, 2018 and sell it today you would earn a total of  64.00  from holding Kotak Classic Equity Reg Div or generate 3.03% return on investment over 30 days. Kotak Classic Equity Reg Div is generating 1.0101% of daily returns and assumes 1.7495% volatility on return distribution over the 30 days horizon. Simply put, 15% of equities are less volatile than Kotak Classic Equity Reg Div and 81% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Kotak Classic Equity Reg Div is expected to generate 3.9 times more return on investment than the market. However, the company is 3.9 times more volatile than its market benchmark. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.39 per unit of risk.

Kotak Classic Current Valuation

Not valued
September 23, 2018
Market Value
Real Value
Target Odds
Kotak Classic is Unknown risk asset. Kotak Classic Equity last-minute Real Value cannot be determined due to lack of data. The latest price of Kotak Classic Equity is 21.76. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kotak Classic Equity 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 Classic Market Risk Analysis

Sharpe Ratio = 0.5774
Good Returns
Average Returns
Small Returns103039
Negative Returns

Kotak Classic Relative Performance Indicators

Estimated Market Risk
  actual daily
 85 %
of total potential
Expected Return
  actual daily
 19 %
of total potential
Risk-Adjusted Return
  actual daily
 38 %
of total potential
Based on monthly moving average Kotak Classic is performing at about 38% 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 Classic by adding it to a well-diversified portfolio.

Kotak Classic Performance Rating

Kotak Classic Equity Reg Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Kotak Classic Equity Reg Div are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Kotak Classic Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 16.01% of its total net assets in cash

Kotak Classic Performance Indicators

Kotak Classic Equity Basic Price Performance Measures

Fifty Two Week Low18.6150
Fifty Two Week High18.6150
Annual Report Expense Ratio3.06%
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