Kotak Contra Fund(IDCW Payout)

Ticker: mf15008
Decent 68/100

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Business Overview

Kotak Contra Fund is a dynamic equity mutual fund designed for investors seeking long-term capital appreciation through a contrarian investment approach. It focuses on undervalued stocks with strong potential for growth, making it ideal for those who believe in the power of market cycles. This fund is suitable for risk-tolerant investors looking for diversification and potential high returns.

  • Dynamic equity mutual fund for long-term growth
  • Invests in undervalued stocks with high potential
  • Ideal for risk-tolerant investors
  • Offers diversification in a single investment
  • Managed by experienced professionals

Investment Thesis

Kotak Contra Fund stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term gains.

  • Strong backing from the reputable Kotak Mahindra Group enhances trust and stability.
  • Significant growth potential in digital services aligns with market trends and consumer preferences.
  • Attractive valuation metrics compared to peer funds make it a cost-effective choice.
  • Proven track record of performance under various market conditions boosts investor confidence.
  • Focus on contrarian investment strategies offers unique opportunities for capital appreciation.

Opportunity vs Risk

Opportunities
  • Strong long-term performance potential
  • Diversified investment across sectors
  • Experienced fund management team
  • Focus on undervalued stocks
Risks ⚠️
  • Market volatility impact
  • Potential liquidity issues
  • Concentration in specific sectors
  • Economic downturn effects

Peer Perspective

Kotak Contra Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. For a rerating, sustained margin stability and consistent growth in AUM are crucial.
📊 Stock Investment Checklist (100 Points)
Kotak Contra Fund(IDCW Payout) • Updated: 2025-10-01 03:36:34
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, with healthy operating cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 6
    Balance
    Good
    Moderate debt levels with adequate liquidity.
  • 7
    Governance
    High
    Good promoter holding with minimal pledging.
  • 5
    Drivers
    Good
    Growth catalysts identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak Contra Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks exist.