Columbia India Consumer Etf Profile
| INCO Etf | USD 63.10 0.09 0.14% |
Performance8 of 100
| Odds Of DistressLess than 9
|
Columbia India is selling at 63.10 as of the 18th of April 2024; that is -0.14 percent decrease since the beginning of the trading day. The etf's open price was 63.19. Columbia India has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Columbia India Consumer are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in Indian consumer companies included in the index and the advisor generally expects to be substantially invested at such times, with at least 95 percent of its net assets invested in these securities. More on Columbia India Consumer
Moving together with Columbia Etf
| 0.89 | INDA | iShares MSCI India | PairCorr |
| 0.76 | EPI | WisdomTree India Earnings | PairCorr |
| 0.88 | INDSX | Financial Investors Trust | PairCorr |
| 0.87 | PIN | Invesco India ETF | PairCorr |
| 0.89 | FLIN | Franklin FTSE India | PairCorr |
| 0.84 | GLIN | VanEck India Growth | PairCorr |
Columbia Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Columbia India's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia India or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Old Name | Intel Corporation |
| Business Concentration | IDX 30 Jakarta, Jakarta Stock Exchange, Consumer Discretionary ETFs, Sector ETFs, India Equity, Columbia Threadneedle (View all Sectors) |
| Issuer | Columbia |
| Inception Date | 2011-08-10 |
| Benchmark | Indxx India Consumer Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 252.36 Million |
| Average Trading Valume | 44,022.3 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Consumer Discretionary |
| Market Concentration | Emerging Markets |
| Region | Asia-Pacific |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Columbia Management Investment Advisers, LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | ALPS Distributors, Inc. |
| Portfolio Manager | Christopher Lo |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 35.0 |
| Market Maker | Susquehanna |
| Total Expense | 0.8 |
| Management Fee | 0.75 |
| Country Name | USA |
| Returns Y T D | 7.43 |
| Name | Columbia India Consumer ETF |
| Currency Code | USD |
| Open Figi | BBG001YR02X9 |
| In Threey Volatility | 13.65 |
| 1y Volatility | 10.08 |
| 200 Day M A | 56.9156 |
| 50 Day M A | 62.866 |
| Code | INCO |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
Columbia India Consumer [INCO] is traded in USA and was established 2011-08-10. The fund is listed under India Equity category and is part of Columbia Threadneedle family. The entity is thematically classified as Consumer Discretionary ETFs. Columbia India Consumer currently have 80.44 M in assets under management (AUM). , while the total return for the last 3 years was 15.7%.
Check Columbia India Probability Of Bankruptcy
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 Columbia Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Etf, 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 Columbia India Consumer Etf, 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.
Columbia India Consumer Currency Exposure
Columbia India Consumer holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Columbia India will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Columbia India Consumer.
Top Columbia India Consumer Etf Constituents
| HINDUNILVR | Hindustan Unilever Limited | Stock | Consumer Staples |
| BHARATFORG | Bharat Forge Limited | Stock | Consumer Discretionary |
| MARUTI | Maruti Suzuki India | Stock | Consumer Discretionary |
| PGHH | Procter Gamble Hygiene | Stock | Consumer Staples |
| BRITANNIA | Britannia Industries Limited | Stock | Consumer Staples |
| BAJAJ-AUTO | Bajaj Auto Limited | Stock | Consumer Discretionary |
| DABUR | Dabur India Limited | Stock | Consumer Staples |
Columbia India Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of Columbia India jumping above the current price in 90 days from now is about 28.55%. The Columbia India Consumer probability density function shows the probability of Columbia India etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Columbia India has a beta of 0.608. This usually indicates as returns on the market go up, Columbia India average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia India Consumer will be expected to be much smaller as well. Additionally, columbia India Consumer has an alpha of 0.0447, implying that it can generate a 0.0447 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Columbia India to move above the current price in 90 days from now is about 28.55 (This Columbia India Consumer probability density function shows the probability of Columbia Etf to fall within a particular range of prices over 90 days) .
Columbia India Top Holders
| BATT | Amplify Lithium Battery | Etf | Natural Resources |
Columbia India Consumer Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia India market risk premium is the additional return an investor will receive from holding Columbia India 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 Columbia India. 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 Columbia India's alpha and beta are two of the key measurements used to evaluate Columbia India's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0587 | |||
| Jensen Alpha | 0.0447 | |||
| Total Risk Alpha | 0.0048 | |||
| Sortino Ratio | 0.0279 |
Columbia India Against Markets
Picking the right benchmark for Columbia India etf 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 Columbia India etf 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 Columbia India is critical whether you are bullish or bearish towards Columbia India Consumer at a given time. Please also check how Columbia India's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Columbia India 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.Did you try this?
Run Instant Ratings Now
Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Columbia Etf?
Before investing in Columbia India, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Columbia India. To buy Columbia India etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia India. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Columbia India etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Columbia India Consumer etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Columbia India Consumer etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Columbia India Consumer, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Columbia Etf please use our How to Invest in Columbia India guide.
Already Invested in Columbia India Consumer?
The danger of trading Columbia India Consumer is mainly related to its market volatility and ETF 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 Columbia India 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 Columbia India. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia India Consumer 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.
When determining whether Columbia India Consumer offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Columbia India's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Columbia India Consumer Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Columbia India Consumer Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Columbia India Consumer. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Columbia India Consumer information on this page should be used as a complementary analysis to other Columbia 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of Columbia India Consumer is measured differently than its book value, which is the value of Columbia that is recorded on the company's balance sheet. Investors also form their own opinion of Columbia India's value that differs from its market value or its book value, called intrinsic value, which is Columbia India's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Columbia India's market value can be influenced by many factors that don't directly affect Columbia India's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Columbia India's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia India is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia India'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.