Alpskotak India Growth Fund Manager Performance Evaluation
| INDAX Fund | USD 17.50 0.04 0.23% |
The fund shows a Beta (market volatility) of 0.42, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Alpskotak India's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alpskotak India is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Alpskotak India Growth are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Alpskotak India is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | International funds offer 2.3 percent average return in three years. Should you invest - The Economic Times | 02/22/2024 |
2 | Sapient Capital LLC Takes 404000 Position in Vanguard Mid-Cap Index Fund ETF Shares - Defense World | 04/15/2024 |
| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.4000 |
Alpskotak |
Alpskotak India Relative Risk vs. Return Landscape
If you would invest 1,730 in Alpskotak India Growth on January 20, 2024 and sell it today you would earn a total of 20.00 from holding Alpskotak India Growth or generate 1.16% return on investment over 90 days. Alpskotak India Growth is currently producing 0.0206% returns and takes up 0.6853% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Alpskotak, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alpskotak India Current Valuation
Fairly Valued
Today
Please note that Alpskotak India's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Alpskotak India Growth shows a prevailing Real Value of $17.52 per share. The current price of the fund is $17.5. We determine the value of Alpskotak India Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Alpskotak India Growth is useful when determining the fair value of the Alpskotak mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Alpskotak India. Since Alpskotak India is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alpskotak Mutual Fund. However, Alpskotak India's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.5 | Real 17.52 | Hype 17.5 | Naive 17.14 |
The real value of Alpskotak Mutual Fund, also known as its intrinsic value, is the underlying worth of Alpskotak India Growth Mutual Fund, which is reflected in its stock price. It is based on Alpskotak India's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Alpskotak India's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Alpskotak India's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Alpskotak India Growth helps investors to forecast how Alpskotak mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Alpskotak India more accurately as focusing exclusively on Alpskotak India's fundamentals will not take into account other important factors: Alpskotak India Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alpskotak India's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alpskotak India Growth, and traders can use it to determine the average amount a Alpskotak India's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.03
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| Negative Returns | INDAX |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Alpskotak India is performing at about 2% 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 Alpskotak India by adding it to a well-diversified portfolio.
Alpskotak India Fundamentals Growth
Alpskotak Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alpskotak India, and Alpskotak India fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Alpskotak Mutual Fund performance.
| Price To Earning | 21.55 X | ||||
| Price To Book | 3.53 X | ||||
| Price To Sales | 1.79 X | ||||
| Total Asset | 4.35 M | ||||
About Alpskotak India Performance
To evaluate Alpskotak India Growth Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Alpskotak India generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Alpskotak Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Alpskotak India Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Alpskotak's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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.Things to note about Alpskotak India Growth performance evaluation
Checking the ongoing alerts about Alpskotak India for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alpskotak India Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Sapient Capital LLC Takes 404000 Position in Vanguard Mid-Cap Index Fund ETF Shares - Defense World | |
| The fund retains 92.46% of its assets under management (AUM) in equities |
- Analyzing Alpskotak India's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Alpskotak India's stock is overvalued or undervalued compared to its peers.
- Examining Alpskotak India's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Alpskotak India's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alpskotak India's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alpskotak India's mutual fund. These opinions can provide insight into Alpskotak India's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Alpskotak India Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Alpskotak India Growth information on this page should be used as a complementary analysis to other Alpskotak India's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.