Kotak Floater (India) Manager Performance Evaluation

F0GBR06RWB -- India Fund  

INR 1,013  0.37  0.0365%

The fund secures Beta (Market Risk) of -0.0026 which conveys that as returns on market increase, returns on owning Kotak Floater are expected to decrease at a much smaller rate. During bear market, Kotak Floater is likely to outperform the market.. Although it is extremely important to respect Kotak Floater ST 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 Floater ST technical indicators you can presently evaluate if the expected return of 0.0026% will be sustainable into the future.
Horizon     30 Days    Login   to change

Kotak Floater ST Relative Risk vs. Return Landscape

If you would invest  101,267  in Kotak Floater ST Reg Wk Div on August 26, 2018 and sell it today you would earn a total of  8.00  from holding Kotak Floater ST Reg Wk Div or generate 0.01% return on investment over 30 days. Kotak Floater ST Reg Wk Div is generating 0.0026% of daily returns and assumes 0.0046% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Kotak Floater ST Reg Wk Div 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 Floater ST Reg Wk Div is expected to generate 37.85 times less return on investment than the market. But when comparing it to its historical volatility, the company is 98.72 times less risky than the market. It trades about 0.57 of its potential returns per unit of risk. The DOW is currently generating roughly 0.22 of returns per unit of risk over similar time horizon.

Kotak Floater Current Valuation

Not valued
September 25, 2018
Market Value
Real Value
Target Odds
Kotak Floater is Unknown risk asset. Kotak Floater ST last-minute Real Value cannot be determined due to lack of data. The latest price of Kotak Floater ST is 1012.75. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kotak Floater ST 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 Floater Market Risk Analysis

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

Kotak Floater Performance Rating

Kotak Floater ST Reg Wk Div Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

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

Kotak Floater Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 100.0% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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