Kotak Floating Rate Fund
Ticker: mf12781
Decent
68/100
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Business Overview
Kotak Floating Rate Fund is a dynamic debt mutual fund designed to provide investors with stable returns while managing interest rate risk. Ideal for conservative investors seeking regular income, this fund primarily invests in floating rate instruments, which adjust with market rates, ensuring protection against rising interest rates. Its robust management and strategic asset allocation make it a reliable choice for those looking to diversify their portfolio with fixed income options.
- Designed for conservative investors
- Focuses on floating rate instruments
- Protects against rising interest rates
- Offers stable and regular income
- Managed by experienced professionals
- A solid choice for portfolio diversification
Opportunity vs Risk
Opportunities
- Rising interest rates benefit returns
- Stable income from floating rates
- Diversification in fixed income portfolio
- Potential for capital appreciation
Risks ⚠️
- Interest rate volatility affects returns
- Credit risk from bond issuers
- Market fluctuations impact NAV
- Liquidity risk in redemption
Peer Perspective
Kotak Floating Rate Fund trades at a slight premium compared to peers like HDFC Floating Rate Fund and ICICI Floating Rate Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Kotak Floating Rate Fund • Updated: 2025-09-29 15:29:07
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10BusinessHighThe fund operates in a stable sector with a clear model but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but there are concerns about pledging.
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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 Floating Rate Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.