Kotak Income Plus Arbitrage Omni FOF
Ticker: mf12634
Risky
48/100
☆ Add to Watchlist
More Options
D
DSP Low Duration Fund
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
View details
K
Kotak Banking and PSU Debt Fund
The fund shows potential for moderate returns, but investors should be cautious due to competitive pressures and execution risks.
View details
U
Union Liquid Fund
Union Liquid Fund shows decent performance with stable fundamentals but lacks strong growth catalysts.
View details
U
UTI Corporate Bond Fund
UTI Corporate Bond Fund shows decent potential but faces several risks that could impact future performance.
View details
I
ICICI Pru Dividend Yield Equity Fund
The fund shows decent potential but faces challenges in profitability and execution risks.
View details
I
ICICI Pru Medium Term Bond Fund
The ICICI Pru Medium Term Bond Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
View details
S
SBI Equity Savings Fund
The SBI Equity Savings Fund shows decent potential with stable growth and profitability metrics, but faces challenges in valuation and execution risks.
View details
H
HDFC Equity Savings Fund
The HDFC Equity Savings Fund shows decent potential with solid growth and profitability metrics, though some risks remain in execution and valuation.
View details
A
Aditya Birla SL Large & Mid Cap Fund
The fund shows decent potential with consistent growth and profitability, but caution is advised due to valuation concerns and execution risks.
View details
M
Motilal Oswal Nasdaq 100 FOF
The fund shows potential with a decent score, but investors should be cautious of execution risks and governance concerns.
View details
M
Mahindra Manulife Multi Cap Fund
The Mahindra Manulife Multi Cap Fund shows potential but carries risks that need to be monitored closely.
View details
D
DSP Savings Fund
The DSP Savings Fund shows potential but faces challenges in profitability and governance that could impact future performance.
View details
S
SBI ESG Exclusionary Strategy Fund
The SBI ESG Exclusionary Strategy Fund shows potential in sustainable sectors but faces challenges in growth consistency and valuation metrics.
View details
W
WOC Flexi Cap Fund
The WOC Flexi Cap Fund shows decent potential with consistent growth and reasonable valuations, but investors should be cautious of execution risks and governance concerns.
View details
N
Nippon India Banking and PSU Fund
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
View details
H
HDFC Long Duration Debt Fund
The HDFC Long Duration Debt Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
View details
Business Overview
Kotak Income Plus Arbitrage Omni Fund of Funds (FOF) is designed for conservative investors seeking stable returns through a diversified portfolio. This fund primarily invests in arbitrage opportunities, aiming to reduce risk while providing moderate growth. It is ideal for those looking to balance their investment strategy with a focus on capital preservation. With professional management and a disciplined approach, this FOF stands out in the market for its potential to deliver consistent performance.
- Targeted at conservative investors
- Focuses on capital preservation
- Invests in arbitrage opportunities
- Managed by experienced professionals
- Aims for stable, moderate returns
Investment Thesis
Kotak Income Plus Arbitrage Omni FOF stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking stability and growth in a volatile market.
- Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers provide a margin of safety.
- Focus on arbitrage strategies offers risk mitigation in uncertain market conditions.
- Consistent historical performance underscores the fund's reliability.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Diversification across multiple assets
- Potential tax benefits on gains
- Access to professional fund management
Risks ⚠️
- Market fluctuations impact returns
- Liquidity risks in certain assets
- Management fees may reduce profits
- Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
Kotak Income Plus Arbitrage Omni FOF • Updated: 2025-09-29 13:54:13
-
10BusinessHighThe fund operates in a stable sector but lacks a clear competitive advantage.
-
10GrowthHighModerate revenue growth with inconsistent profit margins.
-
8ProfitabilityHighROE and ROCE are below industry averages, cash flow is stable.
-
9ValuationHighValuation metrics are in line with peers but not compelling.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is adequate, but there are concerns about disclosures.
-
5DriversGoodLimited growth catalysts and execution risks are present.
-
1TechnicalsLowWeak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The fund presents several risks with limited growth potential and weak technicals, making it a risky investment.