Kotak OM (India) Manager Performance Evaluation

F00000H4PA -- India Fund  

INR 26.41  0.00  0.00%

The fund secures Beta (Market Risk) of -0.1804 which conveys that as returns on market increase, returns on owning Kotak OM are expected to decrease at a much smaller rate. During bear market, Kotak OM is likely to outperform the market.. Even though it is essential to pay attention to Kotak OM Life 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 OM exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Kotak OM Life Relative Risk vs. Return Landscape

If you would invest  2,643  in Kotak OM Life Pension Floating Rate on September 22, 2018 and sell it today you would lose (2.00)  from holding Kotak OM Life Pension Floating Rate or give up 0.08% of portfolio value over 30 days. Kotak OM Life Pension Floating Rate is generating negative expected returns and assumes 0.0437% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Kotak OM Life Pension Floating Rate 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 OM Life Pension Floating Rate is expected to generate 0.04 times more return on investment than the market. However, the company is 24.28 times less risky than the market. It trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.19 per unit of risk.

Kotak OM Current Valuation

Not valued
October 22, 2018
Market Value
Real Value
Target Odds
Kotak OM is Unknown risk asset. Kotak OM Life last-minute Real Value cannot be determined due to lack of data. The latest price of Kotak OM Life is 26.41. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kotak OM Life 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 OM Market Risk Analysis

Sharpe Ratio = -0.5774
Good Returns
Average Returns
Small Returns
Based on monthly moving average Kotak OM 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 OM by adding it to a well-diversified portfolio.

Kotak OM Performance Rating

Kotak OM Life Pension Floating Rate Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Kotak OM Life Pension Floating Rate has generated negative risk-adjusted returns adding no value to fund investors.

Kotak OM Alerts

Equity Alerts and Improvement Suggestions

Kotak OM Life is not yet fully synchronised with the market data
Kotak OM Life generates negative expected return over the last 30 days
The fund retains about 57.46% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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