INAAX Mutual Fund Quote

INAAX
 Fund
  

USD 15.83  0.23  1.43%   

Market Performance
2 of 100
Odds Of Distress
Over 59
Alps Kotak is trading at 15.83 as of the 27th of November 2022; that is -1.43 percent down since the beginning of the trading day. The fund's open price was 16.06. Alps Kotak has over 59 % chance of experiencing financial distress in the next 2 years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Alps Kotak India are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of September 2022 and ending today, the 27th of November 2022. Click here to learn more.
The investment seeks to achieve long-term capital appreciation. Alps Kotak is traded on NASDAQ Exchange in the United States. More on Alps Kotak India

Moving together with Alps Kotak

+0.97MIDNXMatthews IndiaPairCorr
+0.8WIINXWasatch Emerging IndiaPairCorr
+0.96MINDXMatthews IndiaPairCorr
+0.87WAINXWasatch Emerging IndiaPairCorr

Alps Kotak Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Alps Kotak's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Alps Kotak or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Alps Kotak India has high likelihood to experience some financial distress in the next 2 years
Latest headline from news.google.com: CSRWire - Toilet Board Coalition Corporate Mentorship is Key in New Roadmap to Solve Global Sanitation Crisis for 1Bn People by 2030 - CSRwire.com
Alps Kotak India generated five year return of 0.0%
This fund retains 92.46% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Alps Kotak's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate14th of February 2011
Alps Kotak India [INAAX] is traded in USA and was established 27th of November 2022. The fund is listed under India Equity category and is part of ALPS family. Alps Kotak India currently has accumulated 349.71 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was -7.18%.
Check Alps Kotak Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on INAAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding INAAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alps Kotak India Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Alps Kotak Target Price Odds Analysis

Based on a normal probability distribution, the odds of Alps Kotak jumping above the current price in 90 days from now is about 41.44%. The Alps Kotak India probability density function shows the probability of Alps Kotak mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Alps Kotak has a beta of 0.431. This usually indicates as returns on the market go up, Alps Kotak average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Alps Kotak India will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Alps Kotak India is significantly underperforming DOW.
  Odds Below 15.83HorizonTargetOdds Above 15.83
58.10%90 days
 15.83 
41.44%
Based on a normal probability distribution, the odds of Alps Kotak to move above the current price in 90 days from now is about 41.44 (This Alps Kotak India probability density function shows the probability of INAAX Mutual Fund to fall within a particular range of prices over 90 days) .

Alps Kotak India Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Alps Kotak market risk premium is the additional return an investor will receive from holding Alps Kotak long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Alps Kotak. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Alps Kotak's alpha and beta are two of the key measurements used to evaluate Alps Kotak's performance over the market, the standard measures of volatility play an important role as well.

Alps Kotak Against Markets

Picking the right benchmark for Alps Kotak mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Alps Kotak mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Alps Kotak is critical whether you are bullish or bearish towards Alps Kotak India at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Alps Kotak without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Alps Kotak India?

The danger of trading Alps Kotak India is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Alps Kotak is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Alps Kotak. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Alps Kotak India is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Risk vs Return Analysis. Note that the Alps Kotak India information on this page should be used as a complementary analysis to other Alps Kotak'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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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When running Alps Kotak India price analysis, check to measure Alps Kotak'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 Alps Kotak is operating at the current time. Most of Alps Kotak's value examination focuses on studying past and present price action to predict the probability of Alps Kotak's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Alps Kotak's price. Additionally, you may evaluate how the addition of Alps Kotak to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Alps Kotak's value and its price as these two are different measures arrived at by different means. Investors typically determine Alps Kotak value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Alps Kotak's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.