Kotak Focused Fund
Ticker: mf12741
Decent
48/100
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Tata Ethical Fund
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DSP Equity Savings Fund
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W
WOC Mid Cap Fund
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K
Kotak Gilt Fund-PF&Trust
The Kotak Gilt Fund-PF&Trust shows decent potential but carries some risks that need to be monitored closely.
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Kotak Gilt Fund
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F
Franklin India Large & Mid Cap Fund
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K
Kotak US Specific Equity Passive FOF
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Kotak Gold Fund
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A
Axis Balanced Advantage Fund
The fund shows potential for growth with manageable risks, but investors should be cautious of market volatility.
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D
DSP Dynamic Asset Allocation Fund
The DSP Dynamic Asset Allocation Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and valuation levels.
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M
Mirae Asset Money Market Fund
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Tata ST Bond Fund
The Tata ST Bond Fund shows decent potential but has several areas of concern that need to be addressed for stronger performance.
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Nippon India Gold Savings Fund
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Navi Nifty 50 Index Fund
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WOC Multi Asset Allocation Fund
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Business Overview
Kotak Focused Fund is a dynamic equity mutual fund designed for investors seeking long-term capital appreciation through a concentrated portfolio of high-quality stocks. Ideal for those looking to invest in a focused strategy, this fund aims to outperform the market by carefully selecting a limited number of stocks with strong growth potential. Its disciplined approach and experienced management team ensure that your investments are in capable hands, making it a reliable choice for both new and seasoned investors.
- Long-term capital appreciation
- Concentrated portfolio of high-quality stocks
- Managed by experienced professionals
- Disciplined investment strategy
- Ideal for focused investors
- Potential to outperform the market
Investment Thesis
Kotak Focused Fund stands out due to its robust promoter credibility, which instills confidence among investors. The fund is well-positioned to capitalize on the growing digital services market, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors seeking long-term gains.
- Strong backing from the reputable Kotak Mahindra Group enhances trust.
- Significant growth potential in the expanding digital services sector.
- Attractive valuation metrics compared to industry peers.
- Proven track record of consistent performance and risk management.
- Diversified portfolio strategy aimed at maximizing returns.
Peer Perspective
Kotak Focused Fund trades at a slight premium to peers like HDFC Focused and Axis Focused, reflecting its strong growth potential. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Kotak Focused Fund • Updated: 2025-09-29 13:53:12
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10BusinessHighThe fund focuses on sectors with potential for growth, but lacks a strong moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are concerns about pledging.
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5DriversGoodGrowth drivers exist, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Kotak Focused Fund shows potential but carries risks that investors should consider before investing.