Kotak Opportunities (India) Manager Performance Evaluation

120157 -- India Fund  

INR 25.19  0.68  0.03%

The fund secures Beta (Market Risk) of 0.3462 which conveys that as returns on market increase, Kotak Opportunities returns are expected to increase less than the market. However during bear market, the loss on holding Kotak Opportunities will be expected to be smaller as well. Even though it is essential to pay attention to Kotak Opportunities Dir price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Kotak Opportunities exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Kotak Opportunities Dir Relative Risk vs. Return Landscape

If you would invest  2,577  in Kotak Opportunities Dir Div on December 23, 2018 and sell it today you would lose (58.00)  from holding Kotak Opportunities Dir Div or give up 2.25% of portfolio value over 30 days. Kotak Opportunities Dir Div is generating negative expected returns and assumes 1.2994% volatility on return distribution over the 30 days horizon. Simply put, 11% of equities are less volatile than Kotak Opportunities and 99% 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 Opportunities is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.54 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 of returns per unit of risk over similar time horizon.

Kotak Opportunities Current Valuation

Not valued
January 22, 2019
Market Value
Real Value
Target Odds
Odds Odds
Kotak Opportunities is Unknown risk asset. Kotak Opportunities Dir last-minute Real Value cannot be determined due to lack of data. The latest price of Kotak Opportunities Dir is 25.19. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kotak Opportunities Dir 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 Opportunities Market Risk Analysis

Sharpe Ratio = -0.5774
Good Returns
Average Returns
Small Returns
Negative Returns120157

Kotak Opportunities Relative Performance Indicators

Estimated Market Risk
  actual daily
 11 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Kotak Opportunities 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 Opportunities by adding it to a well-diversified portfolio.

Kotak Opportunities Performance Rating

Kotak Opportunities Dir Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Kotak Opportunities Dir Div has generated negative risk-adjusted returns adding no value to fund investors.

Kotak Opportunities Alerts

Equity Alerts and Improvement Suggestions

Kotak Opportunities is not yet fully synchronised with the market data
Kotak Opportunities generates negative expected return over the last 30 days
The fund holds 96.7% of its total net assets in equities

Kotak Opportunities Performance Indicators

Kotak Opportunities Dir Basic Price Performance Measures

Fifty Two Week Low25.1650
Fifty Two Week High25.1650
Check also Trending Equities. Please also try Aroon Oscillator module to analyze current equity momentum using aroon oscillator and other momentum ratios.
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