Kotak Small Cap Fund
Ticker: mf12442
Risky
48/100
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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
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S
SBI Short Term Debt Fund
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S
SBI Magnum Ultra Short Duration Fund
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C
Canara Rob Large Cap Fund
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E
Edelweiss Arbitrage Fund
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B
Bandhan Corp Bond Fund
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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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K
Kotak Savings Fund
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Business Overview
Kotak Small Cap Fund is a dynamic mutual fund designed for investors seeking high growth potential through small-cap stocks. It caters to those looking to diversify their portfolio and capitalize on the growth of emerging companies in India. This fund is crucial for investors aiming for long-term wealth creation, as small-cap stocks often outperform larger counterparts during market upswings. With a strong management team and a disciplined investment approach, Kotak Small Cap Fund stands out as a reliable choice for ambitious investors.
- Focus on high-growth small-cap stocks
- Ideal for long-term wealth creation
- Diversifies investment portfolio
- Managed by experienced professionals
- Potential for superior returns during market upswings
Investment Thesis
Kotak Small Cap Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions it well for long-term capital appreciation, making it an appealing choice for discerning investors.
- Strong backing from the reputable Kotak Mahindra Group enhances trust.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to similar funds in the sector.
- Diversified portfolio mitigates risk while maximizing return potential.
- Proven track record of performance boosts investor confidence.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification benefits for portfolio
- Strong historical performance
- Increasing retail participation in markets
Risks ⚠️
- Market volatility affecting small caps
- Liquidity concerns in smaller stocks
- Economic downturn impact
- Regulatory changes affecting investments
Peer Perspective
Kotak Small Cap Fund trades at a premium compared to peers like Nippon India Small Cap Fund and SBI Small Cap Fund. A rerating could occur if it demonstrates consistent margin stability and accelerated growth.
📊 Stock Investment Checklist (100 Points)
Kotak Small Cap Fund • Updated: 2025-09-29 13:58:12
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10BusinessHighThe small-cap sector shows potential but faces volatility.
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10GrowthHighRevenue growth has been inconsistent in recent quarters.
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10ProfitabilityHighROE and OCF are decent but not exceptional.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighModerate debt levels, but liquidity is adequate.
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9GovernanceHighPromoter holding is strong, but some pledging exists.
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6DriversGoodGrowth drivers are present but execution risks are high.
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5TechnicalsGoodMarket sentiment is cautious with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The Kotak Small Cap Fund presents a risky investment opportunity with moderate growth potential but significant execution risks.