Alpskotak India Growth Fund Manager Performance Evaluation
| INFCX Fund | USD 14.90 0.11 0.73% |
The fund shows a Beta (market volatility) of 0.7, 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
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Weak | Strong |
Very Weak
Over the last 90 days Alpskotak India Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 2.0000 |
Alpskotak |
Alpskotak India Relative Risk vs. Return Landscape
If you would invest 1,815 in Alpskotak India Growth on September 14, 2024 and sell it today you would lose (325.00) from holding Alpskotak India Growth or give up 17.91% of portfolio value over 90 days. Alpskotak India Growth is currently producing negative expected returns and takes up 2.1277% volatility of returns over 90 trading days. Put another way, 18% 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
Undervalued
Today
Please note that Alpskotak India's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Alpskotak India Growth shows a prevailing Real Value of $15.36 per share. The current price of the fund is $14.9. 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.
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 14.9 | Real 15.36 | Hype 14.9 |
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 = -0.1355
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | INFCX |
Estimated Market Risk
| 2.13 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Alpskotak India is not performing at its full potential. However, 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 Alpskotak India 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 | 1.29 M | ||||
About Alpskotak India Performance
Evaluating Alpskotak India's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alpskotak India has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Alpskotak India has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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.| Alpskotak India generated a negative expected return over the last 90 days | |
| 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.
Other Information on Investing in Alpskotak Mutual Fund
Alpskotak India financial ratios help investors to determine whether Alpskotak Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alpskotak with respect to the benefits of owning Alpskotak India security.
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