Kotak NIFTY 100 Low Volatility 30 Index Fund(IDCW Payout)

Ticker: mf17289
Decent 71/100

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Business Overview

The Kotak NIFTY 100 Low Volatility 30 Index Fund is designed for investors seeking stability and consistent returns in the equity market. This fund focuses on low-volatility stocks from the NIFTY 100 Index, making it ideal for risk-averse investors looking to grow their wealth over time. By investing in this fund, you can benefit from a diversified portfolio while minimizing market fluctuations.

  • Focuses on low-volatility stocks
  • Ideal for risk-averse investors
  • Offers potential for steady returns
  • Diversifies your investment portfolio
  • Part of the NIFTY 100 Index
  • Regular income through IDCW payout option

Investment Thesis

The Kotak NIFTY 100 Low Volatility 30 Index Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a balanced approach for investors seeking stability and growth in a volatile market.

  • Backed by the reputable Kotak Mahindra Group, ensuring trust and stability.
  • Digital services are on an upward trajectory, enhancing growth potential.
  • Offers a low-volatility option, appealing to risk-averse investors.
  • Attractive valuation compared to similar funds, presenting a compelling entry point.
  • Diversified exposure to top-performing stocks in the NIFTY 100 index.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified portfolio reduces risk
  • Lower expense ratio than peers
  • Potential for long-term capital appreciation
  • Suitable for conservative investors
Risks ⚠️
  • Market fluctuations impact returns
  • Limited exposure to high-growth stocks
  • Performance tied to NIFTY 100 index
  • Liquidity concerns during market downturns
  • Management fees may affect profits

Peer Perspective

Kotak NIFTY 100 Low Volatility 30 Index Fund trades at a slight premium compared to peers like HDFC Nifty 50 Index Fund and SBI Nifty 50 Index Fund; a rerating could occur with improved margin stability.
📊 Stock Investment Checklist (100 Points)
Kotak NIFTY 100 Low Volatility 30 Index Fund(IDCW Payout) • Updated: 2025-10-01 03:42:22
  • 10
    Business
    High
    The fund is focused on low volatility stocks, which are generally stable but may lack high growth potential.
  • 10
    Growth
    High
    Consistent revenue growth observed in the underlying index constituents.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow generation is moderate.
  • 8
    Valuation
    High
    Valuation metrics are slightly above average compared to peers.
  • 7
    Balance
    High
    The fund maintains a conservative balance sheet with low debt levels.
  • 9
    Governance
    High
    Strong promoter holding with good governance practices.
  • 5
    Drivers
    Good
    Limited growth drivers due to focus on low volatility stocks.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 71 / 100 • Decent
The Kotak NIFTY 100 Low Volatility 30 Index Fund presents a decent investment opportunity with stable growth potential, though it may not be suitable for aggressive growth investors.