Kotak Multi Asset Omni FOF
Ticker: mf12921
Decent
72/100
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Business Overview
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
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10BusinessHighThe fund operates in a future-ready sector with a diversified investment strategy.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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9GovernanceHighPromoter holding is strong with minimal pledging.
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6DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket 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.