Kotak NIFTY Midcap 150 Momentum 50 Index Fund
Ticker: mf13501
Decent
66/100
☆ Add to Watchlist
More Options
N
Navi Flexi Cap Fund
Navi Flexi Cap Fund shows a decent investment potential with solid growth prospects and manageable risks.
View details
A
Aditya Birla SL Global Emerging Opp Fund
The fund shows decent potential with a solid growth trajectory and manageable risks, but investors should remain cautious about execution challenges.
View details
A
Aditya Birla SL Intl. Equity Fund
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
View details
M
Motilal Oswal Nifty Capital Market Index Fund
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
View details
H
HSBC Gilt Fund
The HSBC Gilt Fund shows decent potential but faces several challenges that could impact future performance.
View details
Q
Quantum Gold Saving Fund
The Quantum Gold Saving Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of execution risks and liquidity issues.
View details
H
Helios Mid Cap Fund
The Helios Mid Cap Fund shows decent potential with consistent growth and a strong business model, but caution is advised due to valuation concerns and execution risks.
View details
A
Aditya Birla SL Nifty Smallcap 50 Index Fund
The fund has potential due to its exposure to smallcap growth, but investors should be cautious of volatility and inconsistent performance.
View details
H
HSBC Tax Saver Equity Fund
The HSBC Tax Saver Equity Fund shows decent potential with consistent growth and profitability metrics, though some risks remain in execution and market sentiment.
View details
E
Edelweiss Income Plus Arbitrage Active FoF
The fund shows potential but faces challenges in growth consistency and market sentiment.
View details
M
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund
The fund offers stability but lacks significant growth potential, making it suitable for conservative investors.
View details
Q
Quant Consumption Fund
The Quant Consumption Fund shows potential but faces challenges in profitability and valuation metrics. Caution is advised.
View details
N
Nippon India Active Momentum Fund
The Nippon India Active Momentum Fund shows decent potential with consistent growth and profitability metrics, although some risks remain.
View details
H
HDFC BSE 500 Index Fund
The HDFC BSE 500 Index Fund shows a decent score with strong fundamentals and growth potential, but investors should be cautious of market volatility.
View details
A
Aditya Birla SL Multi-Asset Omni FOF
The fund shows potential but has several areas of concern that could impact future performance.
View details
N
Nippon India FMP-XLIII-1-1755D
The stock shows moderate potential but lacks strong growth drivers and consistency in performance.
View details
Business Overview
The Kotak NIFTY Midcap 150 Momentum 50 Index Fund is designed for investors seeking exposure to high-potential midcap stocks in India. This fund focuses on the top 50 midcap companies exhibiting strong momentum, making it ideal for those looking to capitalize on growth opportunities in the midcap segment. Its passive investment strategy ensures low costs while aiming for market-beating returns. With a diversified portfolio, it helps mitigate risks while maximizing potential gains.
- Focuses on high-potential midcap stocks
- Targets top 50 midcap companies with strong momentum
- Ideal for growth-oriented investors
- Offers diversification to reduce risk
- Passive management for cost-effective investing
Investment Thesis
The Kotak NIFTY Midcap 150 Momentum 50 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This fund is well-positioned to capitalize on the midcap momentum in the Indian market.
- Strong backing from Kotak Mahindra Bank, ensuring credibility and stability.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to peer funds, enhancing return prospects.
- Focus on midcap stocks, which historically outperform during market recoveries.
- Diversification benefits through exposure to a well-researched index.
Opportunity vs Risk
Opportunities
- Exposure to midcap growth stocks
- Potential for high returns
- Diversification in a single fund
- Low expense ratio
- Strong historical performance
Risks ⚠️
- Market volatility impact
- Midcap stock risks
- Liquidity concerns
- Economic slowdown effects
- Management changes
Peer Perspective
Kotak NIFTY Midcap 150 Momentum 50 Index Fund trades at a slight premium compared to peers like SBI Nifty Next 50 and HDFC Midcap Opportunities; a sustained growth acceleration could trigger a favorable rerating.
📊 Stock Investment Checklist (100 Points)
Kotak NIFTY Midcap 150 Momentum 50 Index Fund • Updated: 2025-09-29 14:59:02
-
10BusinessHighThe fund is invested in midcap companies, which are generally seen as future-ready with growth potential.
-
10GrowthHighThe underlying index has shown consistent revenue and profit growth among its constituents.
-
10ProfitabilityHighMidcap companies in the index have varying ROE and ROCE, but overall cash flow is stable.
-
8ValuationHighValuation metrics like P/E and P/B are reasonable compared to peers, but some stocks are overvalued.
-
7BalanceHighMost companies have manageable debt levels, but liquidity varies.
-
6GovernanceGoodPromoter holding is decent, but some companies have pledging issues.
-
5DriversGoodGrowth drivers exist, but execution risks are present due to market volatility.
-
5TechnicalsGoodMarket sentiment is mixed; liquidity is moderate with some volatility in price action.
Final Score & Verdict
Score 66 / 100
• Decent
The Kotak NIFTY Midcap 150 Momentum 50 Index Fund shows decent potential for growth with manageable risks, but investors should be cautious of market volatility and individual stock performance.