Kotak Low Duration Fund(IDCW)
Ticker: mf14425
Decent
68/100
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ICICI Pru Business Cycle Fund(IDCW)
The ICICI Pru Business Cycle Fund shows decent potential with consistent growth and profitability metrics, though some risks in valuation and execution should be monitored.
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M
Mirae Asset Liquid Fund(M-IDCW)
Mirae Asset Liquid Fund shows decent potential with stable growth and a strong balance sheet, but faces challenges in profitability and valuation metrics.
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Mirae Asset Liquid Fund(W-IDCW)
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Mirae Asset Liquid Fund(DD-IDCW)
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H
HSBC Value Fund(IDCW-Payout)
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HSBC Value Fund(IDCW)
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Aditya Birla SL Floating Rate Fund(W-IDCW)
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Aditya Birla SL Floating Rate Fund(DD-IDCW)
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F
Franklin India Small Cap Fund(IDCW)
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Franklin India Small Cap Fund(IDCW Payout)
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C
Canara Rob Flexi Cap Fund(IDCW)
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B
Bandhan Banking and PSU Fund(DD-IDCW)
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B
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B
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Business Overview
Kotak Low Duration Fund (IDCW) is designed for investors seeking stable returns with a focus on low-duration debt securities. Ideal for risk-averse individuals looking for short-term investment options, this fund aims to provide capital preservation along with moderate income. It is managed by experienced professionals, ensuring a disciplined investment approach. This fund is particularly beneficial in volatile market conditions, making it a reliable choice for both conservative investors and those looking to diversify their portfolios.
- Focus on low-duration debt securities
- Ideal for risk-averse investors
- Provides stable returns
- Managed by experienced professionals
- Capital preservation with moderate income
- Great for portfolio diversification
Investment Thesis
Kotak Low Duration Fund (IDCW) stands out due to its robust promoter credibility, significant growth in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment choice for retail investors seeking stability and growth in their portfolios.
- Strong backing from the reputable Kotak Mahindra Group ensures reliability.
- Digital services are expanding, providing a strong growth runway.
- Attractive valuation metrics make it a cost-effective investment option.
- Consistent performance track record enhances investor confidence.
- Focus on low-duration assets mitigates interest rate risk.
Opportunity vs Risk
Opportunities
- Stable returns in low interest rate environment
- Diversification for fixed income portfolio
- Potential for capital appreciation
- Tax efficiency for retail investors
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond holdings
- Liquidity concerns in low duration funds
- Market volatility affecting NAV
📊 Stock Investment Checklist (100 Points)
Kotak Low Duration Fund(IDCW) • Updated: 2025-10-01 22:20:11
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy cash flow relative to net profit.
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8ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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7BalanceHighStrong balance sheet with manageable debt levels.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Kotak Low Duration Fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.