The fund secures Beta (Market Risk) of 0.0132 which conveys that as returns on market increase, Kotak OM returns are expected to increase less than the market. However during bear market, the loss on holding Kotak OM will be expected to be smaller as well. Although it is extremely important to respect Kotak OM Life 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 OM Life technical indicators
you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Risk-Adjusted Fund Performance
Over the last 30 days Kotak OM Life Dynamic Floating Rate has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable fundamental indicators, Kotak OM is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholder.