Kotak Balanced Advantage Fund
Ticker: mf12441
Decent
70/100
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K
Kotak Small Cap Fund
The Kotak Small Cap Fund presents a risky investment opportunity with moderate growth potential but significant execution risks.
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I
ICICI Pru Ultra Short Term Fund Fund
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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M
Mirae Asset Midcap Fund
The Mirae Asset Midcap Fund shows potential for growth, but investors should be cautious of valuation and execution risks.
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D
DSP Small Cap Fund
The DSP Small Cap Fund shows potential but carries risks associated with small cap volatility and inconsistent growth.
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H
HDFC ELSS Tax saver
HDFC ELSS Tax Saver shows decent potential with consistent growth and profitability, but attention should be paid to governance and execution risks.
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D
DSP ELSS Tax Saver Fund
The DSP ELSS Tax Saver Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in governance and market execution risks.
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H
HSBC Liquid Fund
HSBC Liquid Fund is a decent investment option with stable growth and profitability metrics, though some execution risks remain.
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S
SBI Short Term Debt Fund
The SBI Short Term Debt Fund shows decent potential but faces challenges in profitability and liquidity.
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S
SBI Magnum Ultra Short Duration Fund
The SBI Magnum Ultra Short Duration Fund shows decent potential but faces challenges in profitability and growth drivers.
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C
Canara Rob Large Cap Fund
The Canara Rob Large Cap Fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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E
Edelweiss Arbitrage Fund
The Edelweiss Arbitrage Fund shows decent potential with stable growth and manageable risks, but lacks a strong competitive edge and has some governance concerns.
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B
Bandhan Corp Bond Fund
The Bandhan Corp Bond Fund presents a decent investment opportunity, but investors should be cautious due to growth inconsistencies and valuation concerns.
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H
HSBC Small Cap Fund
The HSBC Small Cap Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment choice.
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I
ICICI Pru Equity Savings Fund
ICICI Pru Equity Savings Fund shows decent potential with stable growth and profitability metrics, but faces challenges in valuation and execution risks.
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S
SBI Magnum Low Duration Fund
The SBI Magnum Low Duration Fund shows moderate potential but faces challenges in profitability and growth drivers.
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H
HDFC Floating Rate Debt Fund
The HDFC Floating Rate Debt Fund shows decent potential with stable growth prospects, but faces challenges in profitability and market sentiment.
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Business Overview
Kotak Balanced Advantage Fund is a dynamic investment solution that seeks to balance equity and debt exposure, catering to investors looking for growth with a safety net. Ideal for both conservative and aggressive investors, this fund adapts to market conditions, aiming to optimize returns while managing risk effectively. With a strong track record and professional management, it stands out in the mutual fund landscape.
- Dynamic asset allocation between equity and debt
- Designed for both conservative and aggressive investors
- Aims to optimize returns while managing risk
- Strong track record with professional management
- Suitable for long-term wealth creation
- Regular monitoring to adapt to market conditions
Investment Thesis
Kotak Balanced Advantage Fund stands out due to its strong promoter credibility, robust digital services growth, and attractive valuation compared to peers. This combination positions it well for long-term capital appreciation, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics relative to peers suggest room for price appreciation.
- Diversified investment strategy mitigates risks while targeting consistent returns.
- Proven track record of performance supports its reliability as a long-term investment.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for capital appreciation
- Tax benefits under Section 80C
- Expert fund management
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturn risks
- Management fees may reduce returns
- Limited liquidity in certain conditions
Peer Perspective
Kotak Balanced Advantage Fund is currently trading at a slight premium compared to peers like HDFC Balanced Fund and SBI Balanced Advantage Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Kotak Balanced Advantage Fund • Updated: 2025-09-29 13:51:47
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the years.
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10ProfitabilityHighStrong ROE and OCF compared to net profit.
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10ValuationHighValuation metrics are in line with peers.
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8BalanceHighHealthy balance sheet with manageable debt levels.
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7GovernanceHighPromoter holding is stable with good disclosures.
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5DriversGoodGrowth drivers are present, but execution risks exist.
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3TechnicalsLowMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 70 / 100
• Decent
The Kotak Balanced Advantage Fund shows a decent investment potential with stable growth and profitability metrics, though some execution risks remain.