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Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Kartik Investments Trust's annualized net income for the quarter that ended in Mar. 2026 was ₹0.46 Mil. Kartik Investments Trust's average shareholder tangible equity for the quarter that ended in Mar. 2026 was ₹84.18 Mil. Therefore, Kartik Investments Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 0.55%.
The historical rank and industry rank for Kartik Investments Trust's Return-on-Tangible-Equity or its related term are showing as below:
BOM:501151'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -1.28 Med: -0.19 Max: 87.51
Current: 87.51
During the past 13 years, Kartik Investments Trust's highest Return-on-Tangible-Equity was 87.51%. The lowest was -1.28%. And the median was -0.19%.
BOM:501151's Return-on-Tangible-Equity is ranked better than 94.13% of 784
companies
in the Capital Markets industry
Industry Median: 6.485
vs BOM:501151: 87.51
Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.
Be Aware
Net Income is used.
Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.
Kartik Investments Trust Return-on-Tangible-Equity Related Terms
Kartik Investments Trust Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Kartik Investments Trust's Return-on-Tangible-Equity can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
BOM:501151 vs MS, GS, SCHW: Return-on-Tangible-Equity Comparison
For the Capital Markets subindustry, Kartik Investments Trust's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Kartik Investments Trust Return-on-Tangible-Equity vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Kartik Investments Trust's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Kartik Investments Trust's Return-on-Tangible-Equity falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 0.55% mean?
Kartik Investments Trust (BOM:501151) has a Return-on-Tangible-Equity of 0.55% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Kartik Investments Trust and its competitors. According to the industry distribution chart, Kartik Investments Trust ranks #46 out of 784 companies in the Capital Markets industry, placing it in the top 5.9%.
Is Kartik Investments Trust's Return-on-Tangible-Equity too high?
Kartik Investments Trust's current Return-on-Tangible-Equity is 0.55%. The Capital Markets industry median Return-on-Tangible-Equity is 6.49. Kartik Investments Trust's value of 0.55% is 91.5% below this industry median. Based on the distribution chart, Kartik Investments Trust ranks #46 out of 784 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Kartik Investments Trust has a GF Score™ of 46/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Kartik Investments Trust's Return-on-Tangible-Equity compare to MS and GS?
According to the Capital Markets industry distribution chart, Kartik Investments Trust ranks #46 out of 784 companies for Return-on-Tangible-Equity. This places Kartik Investments Trust in the top 6% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 6.49. Kartik Investments Trust's value of 0.55% is 91.5% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for a Capital Markets company?
The median Return-on-Tangible-Equity among Capital Markets companies is 6.49, based on 784 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Kartik Investments Trust's current Return-on-Tangible-Equity of 0.55% is 91.5% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Kartik Investments Trust and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Equity is 6.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Kartik Investments Trust's current Return-on-Tangible-Equity is 0.55%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Kartik Investments Trust stock overvalued right now?
Based on GuruFocus' analysis, Kartik Investments Trust (BOM:501151) is currently considered Possible Value Trap. The stock's GF Value™ is ₹146,804.22, compared to a current price of ₹9,247.30 — trading 93.7% below its estimated fair value. The current Return-on-Tangible-Equity is 0.55% and 91.5% below the Capital Markets industry median of 6.49. Kartik Investments Trust's overall GF Score™ is 46/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Kartik Investments Trust (BOM:501151), the current Return-on-Tangible-Equity is 0.55% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Kartik Investments Trust (BOM:501151) Overvalued in 2026?
Based on GuruFocus' analysis, Kartik Investments Trust stock appears to be undervalued.
The current stock price of ₹9,247.30 is trading 93.7% below its estimated GF Value™ of ₹146,804.22.
GuruFocus considers Kartik Investments Trust to be Possible Value Trap.
Key valuation signals for BOM:501151:
Return-on-Tangible-Equity: 0.55%
GF Value™: ₹146,804.22 vs. price of ₹9,247.30 (93.7% below fair value)
Industry Position: 91.5% below the Capital Markets median (#46 of 784)
No single metric tells the full story. See the BOM:501151 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Kartik Investments Trust Ltd is engaged in the business of dealing in investments and finance. The company operates in financial services other than conducted by monetary institutions.
46GF Score
Get the complete analysis for BOM:501151
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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