Kotak Aggressive Hybrid Fund(IDCW Payout)
Ticker: mf14710
Decent
68/100
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Business Overview
Kotak Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equities and fixed-income securities, this fund aims to provide capital appreciation while managing risk. Ideal for those with a moderate risk appetite, it offers the potential for higher returns compared to traditional debt funds. With a focus on long-term wealth creation, this fund is a smart choice for individuals looking to enhance their investment portfolio.
- Balanced investment in equities and debt
- Ideal for moderate risk investors
- Potential for higher long-term returns
- Regular income through IDCW payouts
- Managed by experienced professionals
- Focus on capital appreciation and stability
Investment Thesis
Kotak Aggressive Hybrid Fund stands out due to its strong promoter credibility and robust digital services growth. With attractive valuations compared to peers, this fund offers a compelling investment opportunity for Indian retail investors seeking balanced exposure to equities and fixed income.
- Strong backing from the reputable Kotak Mahindra Group enhances trust.
- Significant growth potential in digital financial services supports future returns.
- Attractive valuation metrics make it a preferred choice among hybrid funds.
- Diverse portfolio reduces risk while maintaining growth prospects.
- Consistent performance track record instills confidence in long-term investors.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversified investment approach
- Access to equity and debt markets
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Management fees can reduce profits
- Liquidity risk during market downturns
Peer Perspective
Kotak Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Kotak Aggressive Hybrid Fund(IDCW Payout) • Updated: 2025-10-01 15:01:51
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodModerate debt levels and good liquidity.
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7GovernanceHighGood promoter holding with minimal pledging.
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5DriversGoodStrong growth drivers but some execution risks.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment choice.