Mutual Fund Analysis.
Hello Friends,
Thanks for showing the interest on my previous blog by which it keep motivate me to publish new article.This time i writing about Mutual Fund Analysis based of Technical Chart and Fundamental Statistical ratios.Do give your valuable feedback in comment box.
While it come to invest in Mutual fund common investor always confused, Which fund to buy? Will it give market outperforming return or not? Now a days many odd things going where some agents try to sell NFO or Sector specific fund to common investor but do remember before investing in any Mutual Fund kindly take a advice from your Financial Adviser or Financial Planner.
Today i will represent you a Fund Analysis of Kotak Select Focus Fund-(R)-(G) where i have made the chart based on Technical and some ratio based on Fundamental.
As we can see from the above Chart that Fund is started the Up Trend from 2012 with respecting its Support Line.The Benchmark of this fund is NIFTY50 the Fund Class is of Large Cap. In Below Chart of Nifty50 where it rose from 4372 pts from 2009 to 10879 close price as on 19-01-2018 with CAGR of 9.6% where as the fund has given the Outperforming return with CAGR of 14.79%.
Thanks for showing the interest on my previous blog by which it keep motivate me to publish new article.This time i writing about Mutual Fund Analysis based of Technical Chart and Fundamental Statistical ratios.Do give your valuable feedback in comment box.
While it come to invest in Mutual fund common investor always confused, Which fund to buy? Will it give market outperforming return or not? Now a days many odd things going where some agents try to sell NFO or Sector specific fund to common investor but do remember before investing in any Mutual Fund kindly take a advice from your Financial Adviser or Financial Planner.
Today i will represent you a Fund Analysis of Kotak Select Focus Fund-(R)-(G) where i have made the chart based on Technical and some ratio based on Fundamental.
As we can see from the above Chart that Fund is started the Up Trend from 2012 with respecting its Support Line.The Benchmark of this fund is NIFTY50 the Fund Class is of Large Cap. In Below Chart of Nifty50 where it rose from 4372 pts from 2009 to 10879 close price as on 19-01-2018 with CAGR of 9.6% where as the fund has given the Outperforming return with CAGR of 14.79%.
Looking at the Fund on Fundamental and Technical is showing nice where
all statistical ratios like Alpha,Beta, Sharpe Ratio, R Squared, Capture
Ratios and Standard Deviation are Still favorable which are mention in
below table.
Fund
|
Benchmark
|
|
Alpha
|
3.02%
|
N/a
|
Beta
|
0.94%
|
N/a
|
Jensen
Alpha
|
8.98%
|
N/a
|
Sharpe
Ratio
|
1.64%
|
1.37%
|
Sortino
Ratio
|
2.18%
|
1.81%
|
Above Ratio of the Fund is also generating good proposition for long
term bet where the P/E Ratio is 33.6%.
Fund is Heavy sector allocation in Financial Sector and Automobile
Sector which can give Market outperforming return in years to come.
Above Calculation are based on Excel Sheet so it may differ.
*Disclosure:-
The Author is Affiliated Financial Planner and hence Analysis done by author for their own study before investing
kindly take advise from your financial planner.
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