Kotak Arbitrage Fund
Ticker: mf12350
Decent
72/100
☆ Add to Watchlist
More Options
I
ICICI Pru Large Cap Fund
The ICICI Pru Large Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
I
ICICI Pru Balanced Advantage Fund
The fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
View details
N
Nippon India Small Cap Fund
The Nippon India Small Cap Fund shows potential for growth but comes with inherent risks typical of small-cap investments.
View details
I
ICICI Pru Multi-Asset Fund
ICICI Pru Multi-Asset Fund shows a decent investment opportunity with solid fundamentals and growth potential, but investors should remain cautious of execution risks.
View details
S
SBI Liquid Fund
The SBI Liquid Fund shows decent fundamentals but faces challenges in growth and market sentiment.
View details
H
HDFC Liquid Fund
HDFC Liquid Fund presents a decent investment opportunity with stable growth and a solid balance sheet, but potential risks in execution and governance should be monitored.
View details
K
Kotak Midcap Fund
The Kotak Midcap Fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation and execution risks.
View details
I
ICICI Pru Value Fund
ICICI Pru Value Fund shows potential but has several areas of concern that warrant caution.
View details
K
Kotak Flexicap Fund
The Kotak Flexicap Fund shows decent potential with a solid growth trajectory and reasonable valuations, but investors should remain cautious of execution risks.
View details
S
SBI Large Cap Fund
The SBI Large Cap Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.
View details
I
ICICI Pru Liquid Fund
ICICI Pru Liquid Fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the existing risks.
View details
A
Aditya Birla SL Liquid Fund
The fund shows decent fundamentals but faces challenges in growth and profitability.
View details
S
SBI Contra Fund
The SBI Contra Fund shows potential but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
View details
N
Nippon India Multi Cap Fund
The Nippon India Multi Cap Fund shows decent potential with stable growth and profitability metrics, but faces some risks and competitive pressures.
View details
N
Nippon India Large Cap Fund
The Nippon India Large Cap Fund shows decent potential with consistent growth and profitability, but valuation concerns and execution risks should be monitored.
View details
I
ICICI Pru Equity & Debt Fund
The fund shows decent potential with a stable growth trajectory and manageable risks.
View details
Business Overview
Kotak Arbitrage Fund is a unique investment solution designed for risk-averse investors seeking stable returns. By leveraging price discrepancies between the cash and derivatives markets, this fund aims to provide consistent income while minimizing volatility. Ideal for those looking to diversify their portfolio without exposing themselves to high risks, it serves as a reliable option in uncertain market conditions. With a strong track record and professional management, Kotak Arbitrage Fund stands out as a prudent choice for both new and seasoned investors.
- Designed for risk-averse investors
- Seeks stable returns through arbitrage
- Minimizes volatility in uncertain markets
- Ideal for portfolio diversification
- Strong track record and professional management
Investment Thesis
Kotak Arbitrage Fund stands out due to its robust promoter group, which instills confidence among investors. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stability and growth.
- Strong backing from the reputable Kotak Mahindra Group enhances credibility.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to industry peers offers a favorable entry point.
- Proven track record of performance in the arbitrage segment.
- Diversified portfolio reduces risk while aiming for consistent returns.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Diversification for risk-averse investors
- Tax efficiency on long-term gains
- Access to arbitrage opportunities
- Low correlation with equity markets
Risks ⚠️
- Market volatility affecting returns
- Limited growth potential
- Interest rate fluctuations impact
- Liquidity risks in certain scenarios
- Regulatory changes affecting arbitrage
Peer Perspective
Kotak Arbitrage Fund trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if it demonstrates consistent margin stability and improved risk-adjusted returns.
📊 Stock Investment Checklist (100 Points)
Kotak Arbitrage Fund • Updated: 2025-09-29 13:51:38
-
10BusinessHighThe fund operates in a stable sector with a clear model but lacks a significant competitive moat.
-
10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
-
8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
9GovernanceHighPromoter holding is strong with minimal pledging, but disclosures could be more transparent.
-
6DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
-
5TechnicalsGoodMarket sentiment is neutral with low momentum.
Final Score & Verdict
Score 72 / 100
• Decent
The Kotak Arbitrage Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.