The Kotak Multi Asset Omni Fund of Funds (FOF) is designed for investors seeking diversification across multiple asset classes, including equity, debt, and gold. Ideal for those looking to balance risk and returns, this fund aims to provide a stable investment option for both seasoned and new investors. With professional management and a focus on long-term growth, it helps you navigate market volatility while aiming for capital appreciation.

Diversified exposure across equities, debt, and gold.
Managed by experienced professionals.
Ideal for risk-averse and growth-focused investors.
Aims for long-term capital appreciation.
Helps mitigate market volatility.

Investment Thesis

Kotak Multi Asset Omni FOF stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This combination makes it a compelling investment choice for retail investors seeking stability and growth.

Strong backing from the reputable Kotak Mahindra Group enhances trust and stability.
Digital services are rapidly evolving, providing a substantial growth runway for the fund.
Valuations remain attractive relative to peers, offering potential for upside.
Diversified asset allocation mitigates risk while aiming for consistent returns.
Proven track record in fund management instills confidence in performance.

Opportunity vs Risk

Opportunities

Diversified asset exposure
Stable long-term growth potential
Professional fund management
Tax-efficient investment option
Access to multiple markets

Risks ⚠️

Market volatility impact
Management fees may reduce returns
Limited control over asset allocation
Economic downturns affect performance
Liquidity concerns in certain assets

Peer Perspective

Kotak Multi Asset Omni FOF trades at a slight premium compared to peers like Nippon Multi Asset and HDFC Multi Asset. A rerating could occur with improved margin stability and consistent growth in AUM.

📊 Stock Investment Checklist (100 Points)

Kotak Multi Asset Omni FOF • Updated: 2025-09-29 14:56:30

10

Business
High

The fund operates in a future-ready sector with a diversified investment strategy.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are healthy, but OCF is slightly lower than net profit.
8

Valuation
High

Valuation metrics are in line with peers, but slightly on the higher side.
7

Balance
High

Debt levels are manageable with adequate liquidity.
9

Governance
High

Promoter holding is strong with minimal pledging.
6

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 72 / 100 • Decent

The Kotak Multi Asset Omni FOF shows decent potential with a balanced approach to growth and risk management, making it a reasonable investment option.