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Kotak Income Plus Arbitrage Omni FOF(IDCW)

Ticker: mf14870
Risky 48/100

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K
Kotak Income Plus Arbitrage Omni FOF(IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution risks and liquidity issues.
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D
DSP Low Duration Fund(Q-IDCW Reinv)
Score 70/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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D
DSP Low Duration Fund(M-IDCW Reinv)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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D
DSP Low Duration Fund(W-IDCW)
Score 72/100 Decent
The DSP Low Duration Fund shows decent performance metrics but faces challenges in profitability consistency and valuation relative to peers.
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D
DSP Low Duration Fund(Q-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.
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D
DSP Low Duration Fund(M-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but attention should be paid to profitability and governance aspects.
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D
DSP Low Duration Fund(DD-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and governance concerns.
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K
Kotak Banking and PSU Debt Fund(M-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential but faces several challenges that could impact future performance.
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K
Kotak Banking and PSU Debt Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent potential but has several challenges that could impact future performance.
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U
Union Liquid Fund(M-IDCW)
Score 68/100 Decent
The Union Liquid Fund shows decent potential with stable growth and profitability metrics, though some execution risks remain.
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U
Union Liquid Fund(FN-IDCW Payout)
Score 63/100 Decent
The fund shows decent performance metrics but faces challenges in growth and profitability consistency.
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U
Union Liquid Fund(FN-IDCW Reinv)
Score 63/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
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U
Union Liquid Fund(DD-IDCW)
Score 48/100 Risky
The Union Liquid Fund presents a risky investment opportunity with moderate growth potential and concerns over profitability and valuation.
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U
Union Liquid Fund(M-IDCW Reinv)
Score 68/100 Decent
The fund shows decent performance metrics but lacks strong growth catalysts and faces some risks.
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U
Union Liquid Fund(W-IDCW)
Score 68/100 Decent
The Union Liquid Fund shows decent potential with stable growth and a strong balance sheet, but execution risks and average profitability metrics should be monitored.
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I
ICICI Pru Dividend Yield Equity Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a stable growth trajectory and sound financials, but investors should remain cautious of execution risks.
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Business Overview

Kotak Income Plus Arbitrage Omni Fund of Funds (IDCW) is designed for investors seeking stable returns through a balanced approach to equity and debt investments. This fund is ideal for risk-averse investors looking for regular income while benefiting from market opportunities. It leverages arbitrage strategies to minimize risk and enhance returns, making it a smart choice for both new and seasoned investors. With a focus on capital preservation and consistent performance, this fund stands out in the current market landscape.

  • Stable returns through balanced equity and debt investments
  • Ideal for risk-averse investors seeking regular income
  • Utilizes arbitrage strategies to minimize risk
  • Suitable for both new and seasoned investors
  • Focus on capital preservation and consistent performance

Investment Thesis

Kotak Income Plus Arbitrage Omni FOF offers a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to capitalize on market volatility while delivering consistent returns.

  • Backed by the reputable Kotak Mahindra Group, ensuring strong governance and trust.
  • Digital services are expanding rapidly, providing a robust growth avenue for the fund.
  • Currently trading at attractive valuations compared to similar funds, enhancing upside potential.
  • Focus on arbitrage strategies allows for capital preservation and steady income generation.
  • Ideal for risk-averse investors seeking stability in a fluctuating market.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversification through fund of funds
  • Potential for tax-efficient income
  • Access to professional management
Risks ⚠️
  • Market fluctuations impact returns
  • Interest rate changes affect performance
  • Liquidity concerns in certain conditions
  • Management fees may reduce gains

Peer Perspective

Kotak Income Plus Arbitrage Omni FOF trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Kotak Income Plus Arbitrage Omni FOF(IDCW) • Updated: 2025-10-01 03:40:30
  • 10
    Business
    High
    The sector is stable but lacks significant growth potential.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 8
    Profitability
    High
    ROE and ROCE are below industry averages, cash flow is stable.
  • 9
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but some pledging exists.
  • 5
    Drivers
    Good
    Limited growth drivers identified, with execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund exhibits several risks with limited growth potential and weak market sentiment, making it a risky investment.