Alpskotak India Growth Fund Three Year Return
INDIX Fund | USD 18.47 0.16 0.87% |
Alpskotak India Growth fundamentals help investors to digest information that contributes to Alpskotak India's financial success or failures. It also enables traders to predict the movement of Alpskotak Mutual Fund. The fundamental analysis module provides a way to measure Alpskotak India's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Alpskotak India mutual fund.
Alpskotak |
Alpskotak Three Year Return Analysis
Alpskotak India's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Alpskotak India Three Year Return | 6.92 % |
Most of Alpskotak India's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Alpskotak India Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition |
Alpskotak India Three Year Return Component Assessment
Based on the latest financial disclosure, Alpskotak India Growth has a Three Year Return of 6.9248%. This is much higher than that of the ALPS family and significantly higher than that of the India Equity category. The three year return for all United States funds is 92.36% lower than that of the firm.
Alpskotak Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Alpskotak India's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Alpskotak India could also be used in its relative valuation, which is a method of valuing Alpskotak India by comparing valuation metrics of similar companies.Alpskotak India is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Alpskotak India
The fund consists of 92.46% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Alpskotak India's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Alpskotak Fundamentals
Price To Earning | 21.55 X | ||||
Price To Book | 3.53 X | ||||
Price To Sales | 1.79 X | ||||
Total Asset | 361.65 M | ||||
Year To Date Return | 2.01 % | ||||
One Year Return | 25.01 % | ||||
Three Year Return | 6.92 % | ||||
Five Year Return | 9.58 % | ||||
Net Asset | 22.94 M | ||||
Cash Position Weight | 3.79 % | ||||
Equity Positions Weight | 92.46 % |
About Alpskotak India Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Alpskotak India Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Alpskotak India using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Alpskotak India Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity and equity-linked securities of Indian companies. Equity securities in which the fund can invest may include common stocks, preferred stocks, convertible securities, rights and warrants to buy common stocks. The Advisor intends to invest in companies of all capitalization sizes.
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Try AI Portfolio ArchitectCheck out Alpskotak India Piotroski F Score and Alpskotak India Altman Z Score analysis. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Complementary Tools for Alpskotak Mutual Fund analysis
When running Alpskotak India's price analysis, check to measure Alpskotak India's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Alpskotak India is operating at the current time. Most of Alpskotak India's value examination focuses on studying past and present price action to predict the probability of Alpskotak India's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Alpskotak India's price. Additionally, you may evaluate how the addition of Alpskotak India to your portfolios can decrease your overall portfolio volatility.
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