Kotak Floater (India) Manager Performance Evaluation

F0GBR06RWB -- India Fund  

INR 1,013  0.16  0.0158%

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 0.0841% will be sustainable into the future.
Horizon     30 Days    Login   to change

Kotak Floater ST Relative Risk vs. Return Landscape

If you would invest  101,049  in Kotak Floater ST Reg Wk Div on December 18, 2018 and sell it today you would earn a total of  255.00  from holding Kotak Floater ST Reg Wk Div or generate 0.25% return on investment over 30 days. Kotak Floater ST Reg Wk Div is generating 0.0841% of daily returns and assumes 0.1457% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Kotak Floater ST 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 is expected to generate 0.07 times more return on investment than the market. However, the company is 13.87 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 -0.03 per unit of risk.

Kotak Floater Current Valuation

Not valued
January 17, 2019
Market Value
Real Value
Target Odds
Odds 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 1013.04. 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
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Negative Returns

Kotak Floater Relative Performance Indicators

Estimated Market Risk
  actual daily
 1 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 38 %
of total potential
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

Kotak Floater ST is not yet fully synchronised with the market data
The fund retains about 100.0% of its assets under management (AUM) in cash

Kotak Floater Performance Indicators

Kotak Floater ST Basic Price Performance Measures

Fifty Two Week Low1,012.1400
Fifty Two Week High1,013.4900
Annual Report Expense Ratio0.35%
Additionally see Investing Opportunities. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.
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