Kotak International REIT Overseas Equity Omni FOF
Ticker: mf13758
Decent
48/100
☆ Add to Watchlist
More Options
I
ICICI Pru Global Stable Equity Fund
The fund shows decent potential with stable growth and profitability metrics, but faces some risks related to governance and execution.
View details
A
Axis Nifty500 Momentum 50 Index Fund
The Axis Nifty500 Momentum 50 Index Fund shows decent potential for growth, but investors should be cautious of market volatility and execution risks.
View details
A
Aditya Birla SL CRISIL IBX Gilt April 2033 Index Fund
The fund offers stability but lacks significant growth potential, making it suitable for conservative investors.
View details
L
LIC MF Healthcare Fund
The LIC MF Healthcare Fund shows potential for growth in a future-ready sector, but faces some valuation and execution risks.
View details
P
PGIM India Corp Bond Fund
The PGIM India Corp Bond Fund shows moderate potential but faces challenges in growth and profitability. Investors should be cautious and consider the risks involved.
View details
M
Mirae Asset Hang Seng TECH ETF FoF
The Mirae Asset Hang Seng TECH ETF FoF presents a decent investment opportunity with exposure to the technology sector, but investors should be cautious of execution risks and valuation metrics.
View details
A
Axis Nifty500 Value 50 Index Fund
The Axis Nifty500 Value 50 Index Fund presents a decent investment opportunity with a balanced approach to value investing, though some risks remain.
View details
L
LIC MF BSE Sensex Index Fund
The LIC MF BSE Sensex Index Fund presents a decent investment opportunity with moderate risks, driven by the overall growth of the index.
View details
D
DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund
The fund offers a stable investment option with moderate risk, suitable for conservative investors seeking fixed income exposure.
View details
3
360 ONE ELSS Tax Saver Nifty 50 Index Fund
The fund presents a decent investment opportunity with a balanced risk-reward profile, but investors should be cautious of market volatility and execution risks.
View details
J
JioBlackRock Nifty Midcap 150 Index Fund
The JioBlackRock Nifty Midcap 150 Index Fund shows decent potential for growth, but investors should be cautious of execution risks and cash flow consistency.
View details
S
SBI FMP-79-1130D
The stock presents several risks with limited growth potential and inconsistent financial performance.
View details
M
Mirae Asset Nifty AAA PSU Bond Plus SDL Apr 2026 50:50 Index Fund
The fund offers stability and moderate returns but lacks significant growth potential. Suitable for conservative investors seeking fixed income exposure.
View details
E
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index Fund
The fund shows potential but is hindered by several risks and moderate growth prospects.
View details
I
ICICI Pru Retirement Fund-Hybrid Cons Plan
The fund shows potential for steady growth and profitability, making it a reasonable investment option, though caution is advised due to some execution risks.
View details
T
Tata Nifty Auto Index Fund
The Tata Nifty Auto Index Fund shows decent potential due to growth in the auto sector, but faces challenges from competition and execution risks.
View details
Business Overview
Kotak International REIT Overseas Equity Omni FOF is a diversified fund designed for Indian investors seeking exposure to international real estate investment trusts (REITs) and equities. This fund allows investors to tap into global market opportunities while diversifying their portfolios. With a focus on long-term growth, it offers a balanced approach to wealth creation through a mix of income and capital appreciation. Ideal for those looking to enhance their investment strategy with global assets, it stands out for its professional management and strategic asset allocation.
- Diversified exposure to international REITs and equities
- Managed by experienced investment professionals
- Focus on long-term capital appreciation
- Ideal for investors seeking global diversification
- Helps mitigate risks associated with domestic markets
Investment Thesis
Kotak International REIT offers a compelling investment opportunity backed by a strong promoter group known for credibility and reliability. The fund is well-positioned to capitalize on the growing digital services sector, and its attractive valuation compared to peers makes it an appealing choice for Indian retail investors seeking growth and stability.
- Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
- Significant growth potential in digital services aligns with global investment trends.
- Attractive valuation metrics compared to industry peers suggest potential for upside.
- Diversified exposure to international real estate markets mitigates local risks.
- Strategic focus on overseas investments positions the fund for long-term growth.
Opportunity vs Risk
Opportunities
- Diversified global equity exposure
- Potential for high long-term returns
- Access to international markets
- Hedge against domestic volatility
Risks ⚠️
- Currency exchange rate fluctuations
- Market volatility in foreign markets
- Regulatory changes impacting investments
- Higher management fees compared to local funds
Peer Perspective
Kotak International REIT Overseas Equity Omni FOF trades at a slight premium compared to peers like HDFC REIT and Embassy REIT. A rerating could occur with improved margin stability and consistent growth in underlying assets.
📊 Stock Investment Checklist (100 Points)
Kotak International REIT Overseas Equity Omni FOF • Updated: 2025-09-29 13:54:32
-
10BusinessHighThe sector is evolving with increasing interest in REITs, but competition is high.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is strong, but there are concerns about transparency.
-
5DriversGoodGrowth drivers are present, but execution risks remain significant.
-
5TechnicalsGoodMarket sentiment is mixed, with low liquidity affecting price action.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but faces challenges in profitability and valuation. Investors should approach with caution.