Kotak Active Momentum Fund
Ticker: mf13016
Decent
68/100
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Business Overview
Kotak Active Momentum Fund is an equity mutual fund designed for investors seeking capital appreciation through a dynamic investment strategy. It focuses on identifying and investing in high-potential stocks that are expected to outperform the market. This fund is ideal for risk-tolerant investors looking for long-term growth opportunities in the Indian equity market. With a seasoned management team and a disciplined approach, it aims to deliver superior returns while managing risks effectively.
- Equity mutual fund for capital appreciation
- Targets high-potential stocks
- Ideal for long-term investors
- Managed by experienced professionals
- Focuses on risk management and growth
- Aims to outperform market benchmarks
Investment Thesis
Kotak Active Momentum Fund stands out due to its strong promoter group and credibility in the financial sector. With a robust growth trajectory in digital services, it is well-positioned to capitalize on evolving market trends. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.
- Strong backing from the reputable Kotak Mahindra Group.
- Significant growth potential in digital financial services.
- Competitive edge in a rapidly evolving market landscape.
- Attractive valuation metrics compared to industry peers.
- Proven track record of performance and risk management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Experienced fund management
- Growing market demand
- Potential for high returns
Risks ⚠️
- Market volatility impact
- Economic downturns
- Regulatory changes
- High expense ratios
- Liquidity concerns
Peer Perspective
Kotak Active Momentum Fund trades at a premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A sustained improvement in margin stability could trigger a positive rerating for this fund.
📊 Stock Investment Checklist (100 Points)
Kotak Active Momentum Fund • Updated: 2025-09-29 13:51:23
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10BusinessHighThe fund operates in a future-ready 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 reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is strong, with minimal pledging.
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5DriversGoodGrowth catalysts 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 Active Momentum Fund shows decent potential with a solid growth trajectory and manageable risks.