Kotak Equity Savings Fund
Ticker: mf12554
Decent
68/100
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HDFC BSE Sensex Index Fund
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N
Nippon India Focused Fund
The Nippon India Focused Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks.
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K
Kotak Multi Asset Allocation Fund
The Kotak Multi Asset Allocation Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.
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S
SBI Banking & Financial Services Fund
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Tata Value Fund
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Axis Multicap Fund
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Nippon India Floater Fund
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Aditya Birla SL Balanced Advantage Fund
The fund shows decent potential with consistent growth and manageable risks, but caution is advised due to execution uncertainties.
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U
UTI Nifty200 Momentum 30 Index Fund
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Invesco India Large & Mid Cap Fund
The fund shows potential but carries risks that may affect future performance. Caution is advised for new investors.
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I
Invesco India Midcap Fund
The fund shows potential for moderate growth but comes with certain risks that need to be monitored.
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ICICI Pru Infrastructure Fund
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Kotak Aggressive Hybrid Fund
The Kotak Aggressive Hybrid Fund shows decent potential with a solid growth trajectory and manageable risks.
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Business Overview
Kotak Equity Savings Fund is a hybrid mutual fund designed for investors seeking a balanced approach to equity and debt investments. Ideal for conservative investors looking to benefit from equity markets while minimizing risk, this fund aims to provide capital appreciation with lower volatility. It plays a crucial role in diversifying your portfolio and offers the potential for steady returns over time. With a professional management team and a focus on risk-adjusted returns, it stands as a reliable choice for long-term wealth creation.
- Hybrid investment strategy
- Balanced exposure to equity and debt
- Ideal for conservative investors
- Professional fund management
- Focus on capital appreciation
- Risk-adjusted return potential
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversification across asset classes
- Potential for steady income
- Experienced fund management
- Growing Indian economy
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Credit risk in bonds
- Regulatory changes
- Liquidity concerns in downturns
📊 Stock Investment Checklist (100 Points)
Kotak Equity Savings Fund • Updated: 2025-09-29 15:28:43
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the last few years.
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10ProfitabilityHighHealthy ROE and ROCE, but OCF shows some volatility.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighStrong balance sheet with manageable debt levels.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Kotak Equity Savings Fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance should be monitored.