Kotak US Specific Equity Passive FOF
Ticker: mf12749
Decent
68/100
☆ Add to Watchlist
More Options
K
Kotak Gold Fund
Kotak Gold Fund presents a decent investment opportunity, leveraging the historical stability of gold as an asset class, though investors should be cautious of market volatility.
View details
A
Axis Balanced Advantage Fund
The fund shows potential for growth with manageable risks, but investors should be cautious of market volatility.
View details
D
DSP Dynamic Asset Allocation Fund
The DSP Dynamic Asset Allocation Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and valuation levels.
View details
M
Mirae Asset Money Market Fund
The Mirae Asset Money Market Fund shows decent potential with stable growth and manageable risks, but lacks a strong competitive edge and faces execution challenges.
View details
T
Tata ST Bond Fund
The Tata ST Bond Fund shows decent potential but has several areas of concern that need to be addressed for stronger performance.
View details
N
Nippon India Gold Savings Fund
The Nippon India Gold Savings Fund shows decent potential with consistent growth and a stable business model, but faces challenges in execution and competition.
View details
N
Navi Nifty 50 Index Fund
The Navi Nifty 50 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, driven by the performance of its underlying index constituents.
View details
W
WOC Multi Asset Allocation Fund
The WOC Multi Asset Allocation Fund shows decent potential for growth with manageable risks, making it a viable option for investors.
View details
M
Motilal Oswal Nifty India Defence Index Fund
The fund is well-positioned in a growing sector with solid fundamentals, but investors should be cautious of market volatility.
View details
T
Tata Flexi Cap Fund
The Tata Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
View details
S
Sundaram Large Cap Fund
The Sundaram Large Cap Fund shows decent potential with a strong growth trajectory and solid fundamentals, but investors should remain cautious of execution risks.
View details
A
Aditya Birla SL Banking & Financial Services Fund
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
View details
H
HSBC Overnight Fund
The HSBC Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
View details
I
ICICI Pru US Bluechip Equity Fund
The ICICI Pru US Bluechip Equity Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks and market sentiment issues should be monitored.
View details
H
HDFC Hybrid Debt Fund
HDFC Hybrid Debt Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution remain.
View details
Q
Quant Large & Mid Cap Fund
The fund shows potential but has several areas of concern that could impact future performance.
View details
Business Overview
The Kotak US Specific Equity Passive Fund of Funds (FOF) is designed for Indian investors seeking exposure to the US equity market. This fund offers a diversified portfolio of US-based equities, making it an ideal choice for those looking to enhance their global investment strategy. By investing in established US companies, it aims to provide long-term capital appreciation while mitigating risks associated with direct investments.
- Diversified exposure to US equities
- Ideal for long-term capital growth
- Managed by experienced professionals
- Mitigates risks of direct US investments
- Suitable for investors seeking global diversification
Investment Thesis
Kotak US Specific Equity Passive FOF presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund allows investors to tap into the US equity market with a trusted brand backing it.
- Strong backing from the reputable Kotak Mahindra Group enhances credibility.
- Digital services sector poised for robust growth, benefiting fund performance.
- Attractive valuation metrics compared to similar funds in the market.
- Diversification into US equities provides exposure to global growth.
- Passive management strategy minimizes costs while maximizing returns.
Peer Perspective
Kotak US Specific Equity Passive FOF trades at a slight premium compared to peers like ICICI US Equity FOF and SBI US Equity FOF; a rerating could occur with improved growth acceleration and consistent margin stability.
📊 Stock Investment Checklist (100 Points)
Kotak US Specific Equity Passive FOF • Updated: 2025-09-29 13:58:49
-
10BusinessHighThe sector is evolving with a focus on technology and innovation, but faces competition.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are concerns about transparency.
-
5DriversGoodGrowth drivers are present, but execution risks remain high.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.