Kotak Floater (India) Manager Performance Evaluation

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Kotak Floater are completely uncorrelated. 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 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Kotak Floater ST Reg Wk Div has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Kotak Floater is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low1,012.1400
Fifty Two Week High1,013.4900
Annual Report Expense Ratio0.35%
Horizon     30 Days    Login   to change

Kotak Floater ST Relative Risk vs. Return Landscape

If you would invest (100.00)  in Kotak Floater ST Reg Wk Div on May 21, 2019 and sell it today you would earn a total of  100.00  from holding Kotak Floater ST Reg Wk Div or generate -100.0% return on investment over 30 days. Kotak Floater ST Reg Wk Div is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Kotak Floater and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Kotak Floater Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
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Based on monthly moving average Kotak Floater 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 Floater by adding it to a well-diversified portfolio.

Kotak Floater Alerts

Equity Alerts and Improvement Suggestions

Kotak Floater ST is not yet fully synchronised with the market data
Kotak Floater ST has some characteristics of a very speculative penny stock
The fund retains about 100.0% of its assets under management (AUM) in cash
See also Investing Opportunities. Please also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
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