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Kotak Nifty 200 Momentum 30 Index Fund(IDCW Payout)

Ticker: mf16494
Decent 68/100

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B
Bandhan Bond Fund - Income Plan(P-IDCW)
Score 48/100 Decent
The fund shows moderate potential but is hindered by execution risks and valuation concerns.
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B
Bandhan Bond Fund - Income Plan(Q-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment.
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B
Bandhan Bond Fund - Income Plan(A-IDCW)
Score 48/100 Decent
The fund shows potential but faces several challenges that may hinder performance.
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B
Bandhan Bond Fund - Income Plan(H-IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and market sentiment.
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B
Bandhan Bond Fund - Income Plan(P-IDCW Reinv)
Score 66/100 Decent
The Bandhan Bond Fund shows decent potential but faces challenges in profitability and liquidity. Investors should be cautious.
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B
Bandhan Bond Fund - Income Plan(A-IDCW Reinv)
Score 66/100 Decent
The Bandhan Bond Fund - Income Plan shows moderate potential but is hindered by inconsistent growth and profitability metrics. Caution is advised for investors.
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H
HDFC FMP-Sr 46-1861D-Mar 2022(IDCW)
Score 48/100 Decent
The stock shows moderate potential but carries risks that may affect future performance.
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H
HDFC FMP-Sr 46-1861D-Mar 2022(Q-IDCW)
Score 48/100 Decent
The stock shows moderate potential but carries risks that may affect future performance.
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C
Canara Rob Short Duration Fund(Q-IDCW)
Score 68/100 Decent
The fund shows potential but is hindered by inconsistent growth and execution risks. Caution is advised.
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C
Canara Rob Short Duration Fund(M-IDCW)
Score 68/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of volatility and execution risks.
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F
Franklin India Arbitrage Fund(IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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A
Axis Nifty Midcap 50 Index Fund(IDCW)
Score 66/100 Decent
The Axis Nifty Midcap 50 Index Fund presents a decent investment opportunity with growth potential, but investors should be cautious of volatility and execution risks.
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S
Sundaram Banking & PSU Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential but is facing some challenges that could affect performance. Caution is advised.
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E
Edelweiss Gold and Silver ETF FoF(IDCW)
Score 48/100 Risky
The ETF is positioned in a stable sector but faces significant risks and lacks strong growth drivers, making it a risky investment.
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L
LIC MF ULIS Regular Premium Reducing Cover Qtrly 15Y(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth prospects and profitability concerns, making it a risky investment.
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L
LIC MF ULIS Regular Premium Uniform Cover Qtrly 10Y(IDCW)
Score 48/100 Risky
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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Business Overview

The Kotak Nifty 200 Momentum 30 Index Fund is designed for investors seeking exposure to high-performing stocks within the Nifty 200 index. This fund focuses on momentum investing, targeting the top 30 stocks that exhibit strong price momentum. Ideal for those looking to enhance their portfolio with growth-oriented investments, it offers a systematic approach to wealth creation. With a disciplined strategy and potential for attractive returns, this fund is a compelling choice for both new and seasoned investors.

  • Focuses on top 30 momentum stocks
  • Part of the Nifty 200 index
  • Aims for long-term capital appreciation
  • Suitable for growth-oriented investors
  • Offers regular income through IDCW payout

Investment Thesis

Kotak Nifty 200 Momentum 30 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market momentum, making it a smart choice for retail investors seeking growth.

  • Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
  • Digital services are experiencing robust growth, providing a substantial runway for expansion.
  • Attractive valuation metrics compared to peer funds suggest potential for higher returns.
  • Focus on momentum stocks aligns with current market trends, increasing the likelihood of outperformance.
  • Diversification across 30 high-potential stocks reduces risk while maximizing growth potential.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top momentum stocks
  • Potential for high returns in bullish markets
  • Low expense ratio compared to peers
  • Regular dividend payouts enhance income
  • Strong historical performance track record
Risks ⚠️
  • Market volatility can impact returns
  • Sector concentration risks exist
  • Economic downturns may affect performance
  • Liquidity risks in certain market conditions
  • Regulatory changes could impact fund operations

Peer Perspective

Kotak Nifty 200 Momentum 30 Index Fund trades at a slight premium compared to peers like Nippon India Nifty 50 Growth ETF and SBI Nifty 50 Index Fund; a sustained growth acceleration could trigger a favorable rerating.
📊 Stock Investment Checklist (100 Points)
Kotak Nifty 200 Momentum 30 Index Fund(IDCW Payout) • Updated: 2025-10-01 03:42:42
  • 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 in underlying stocks.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy cash flows.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable with good disclosure practices.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak Nifty 200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks remain.