Columbia India Consumer Etf Profile
| INCO Etf | USD 68.40 0.13 0.19% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Columbia India is selling at 68.40 as of the 30th of November 2024; that is 0.19 percent decrease since the beginning of the trading day. The etf's open price was 68.53. Columbia India has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over 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 1st of September 2024 and ending today, the 30th of November 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
| 0.99 | INDA | iShares MSCI India Sell-off Trend | PairCorr |
| 0.94 | EPI | WisdomTree India Earnings | PairCorr |
| 0.93 | INDSX | Financial Investors Trust | PairCorr |
| 0.88 | SMIN | iShares MSCI India Low Volatility | PairCorr |
| 0.96 | PIN | Invesco India ETF | PairCorr |
| 0.98 | FLIN | Franklin FTSE India | PairCorr |
Moving against Columbia Etf
Columbia Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Intel Corporation |
| Business Concentration | IDX 30 Jakarta, Jakarta Stock Exchange, Sector ETFs, Consumer Discretionary 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 |
| Average Trading Valume | 53,123.4 |
| 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 | 38.0 |
| Market Maker | Jane Street |
| Total Expense | 0.77 |
| Management Fee | 0.75 |
| Country Name | USA |
| Returns Y T D | 16.59 |
| Name | Columbia India Consumer ETF |
| Currency Code | USD |
| Open Figi | BBG001YR02X9 |
| In Threey Volatility | 14.4 |
| 1y Volatility | 16.16 |
| 200 Day M A | 69.0048 |
| 50 Day M A | 71.6086 |
| Code | INCO |
| Updated At | 29th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.68 |
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 Sector ETFs. Columbia India Consumer currently have 80.44 M in assets under management (AUM). , while the total return for the last 3 years was 14.8%.
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
| INDHOTEL | The Indian Hotels | Stock | Consumer Discretionary | |
| MARUTI | Maruti Suzuki India | Stock | Consumer Discretionary | |
| TIINDIA | Tube Investments of | Stock | Consumer Discretionary | |
| PGHH | Procter Gamble Hygiene | Stock | Consumer Staples | |
| DMART | Avenue Supermarts Limited | Stock | Consumer Discretionary | |
| TRENT | Trent Limited | Stock | Consumer Discretionary | |
| BHARATFORG | Bharat Forge Limited | Stock | Consumer Discretionary | |
| ZOMATO | Zomato Limited | Stock | Consumer Discretionary |
Columbia India Top Holders
| BATT | Amplify Lithium Battery | Etf | Natural Resources |
Columbia India Consumer Risk Profiles
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.
| Risk Adjusted Performance | (0.1) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.26) | |||
| Treynor Ratio | (0.28) |
Columbia India Against Markets
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 closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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.