Kotak Opportunities (India) Manager Performance Evaluation

120157 -- India Fund  

INR 25.07  0.19  0.76%

The fund secures Beta (Market Risk) of -1.2903 which conveys that as returns on market increase, returns on owning Kotak Opportunities are expected to decrease by larger amounts. On the other hand, during market turmoil, Kotak Opportunities is expected to significantly outperform it.. Although it is essential to pay attention to Kotak Opportunities Dir price patterns, it is also good to be reasonable about what you can actually do with 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 Opportunities expected return of 1.5152 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 Opportunities Dir Relative Risk vs. Return Landscape

If you would invest  2,398  in Kotak Opportunities Dir Div on October 13, 2018 and sell it today you would earn a total of  109.00  from holding Kotak Opportunities Dir Div or generate 4.55% return on investment over 30 days. Kotak Opportunities Dir Div is generating 1.5152% of daily returns and assumes 2.6243% volatility on return distribution over the 30 days horizon. Simply put, 23% of equities are less volatile than Kotak Opportunities Dir Div and 72% 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 Dir Div is expected to generate 2.12 times more return on investment than the market. However, the company is 2.12 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 0.01 per unit of risk.

Kotak Opportunities Current Valuation

Not valued
November 12, 2018
25.07
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
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 25.07. 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
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Average Returns120157
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Kotak Opportunities Relative Performance Indicators

Estimated Market Risk
 2.62
  actual daily
 
 77 %
of total potential
  
Expected Return
 1.52
  actual daily
 
 28 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Kotak Opportunities 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 Opportunities by adding it to a well-diversified portfolio.

Kotak Opportunities Performance Rating

Kotak Opportunities Dir Div Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

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

Kotak Opportunities Alerts

Equity Alerts and Improvement Suggestions

Kotak Opportunities is not yet fully synchronised with the market data
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 World Markets Correlation module to find global opportunities by holding instruments from different markets.
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