Kotak Multi Asset Omni FOF (IDCW) is a diversified fund of funds designed to provide investors with a balanced exposure across multiple asset classes, including equities, fixed income, and gold. Ideal for risk-averse investors seeking stability and growth, this fund aims to optimize returns while mitigating risks. It matters because it offers a systematic approach to asset allocation, ensuring your investments are well-distributed. With professional management and a focus on long-term wealth creation, this fund is a smart choice for those looking to enhance their portfolio.

Diversified exposure across multiple asset classes
Managed by experienced professionals
Focus on long-term wealth creation
Suitable for risk-averse investors
Systematic approach to asset allocation

Investment Thesis

Kotak Multi Asset Omni FOF (IDCW) 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 is well-positioned to capitalize on diversified asset allocation, ensuring robust returns for investors.

Backed by the reputable Kotak Mahindra Group, ensuring trust and stability.
Expanding digital services create a strong growth runway in the evolving market.
Valuation metrics indicate it is attractively priced compared to industry peers.
Focus on multi-asset allocation provides risk mitigation and potential for higher returns.
Consistent performance track record enhances investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for steady income generation
Access to professional fund management
Mitigates market volatility risks

Risks ⚠️

Market fluctuations affect returns
Management fees may reduce profits
Limited control over asset allocation
Performance tied to underlying funds

Peer Perspective

Kotak Multi Asset Omni FOF trades at a slight premium compared to peers like HDFC Multi Asset and SBI Multi Asset. A rerating could occur with improved growth momentum or enhanced margin stability.

📊 Stock Investment Checklist (100 Points)

Kotak Multi Asset Omni FOF(IDCW) • Updated: 2025-10-01 06:27:56

10

Business
High

The fund operates in a diversified investment sector, but lacks a clear moat.
10

Growth
High

Consistent revenue growth observed, but profit growth has been variable.
10

Profitability
High

ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
9

Governance
High

Promoter holding is strong, but some concerns over disclosures.
6

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 72 / 100 • Decent

The Kotak Multi Asset Omni FOF shows decent potential but carries some risks that investors should consider.