Kotak Active Momentum Fund(IDCW Payout)
Ticker: mf15805
Decent
68/100
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K
Kotak Active Momentum Fund(IDCW)
The Kotak Active Momentum Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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S
Sundaram ELSS Tax Saver Fund(IDCW)
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ICICI Pru Exports & Services Fund(IDCW)
The fund shows decent potential but is hindered by inconsistent growth and valuation concerns.
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Bank of India ELSS Tax Saver(IDCW)
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Union Balanced Advantage Fund(IDCW Payout)
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Union Balanced Advantage Fund(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution should be monitored.
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Baroda BNP Paribas Gilt Fund(IDCW)
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Invesco India PSU Equity Fund(IDCW)
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ICICI Pru Retirement Fund-Pure Equity Plan(IDCW)
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DSP Banking & Financial Services Fund(IDCW)
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Invesco India Ultra Short Duration Fund(DD-IDCW)
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Invesco India Ultra Short Duration Fund(Q-IDCW)
The fund shows potential but is hindered by several risks and inconsistent performance metrics.
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Invesco India Ultra Short Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability, but some governance concerns and execution risks should be monitored.
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Invesco India Ultra Short Duration Fund(A-IDCW)
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Business Overview
The Kotak Active Momentum Fund is a dynamic equity mutual fund designed for investors seeking growth through active management strategies. It aims to capitalize on market momentum, making it suitable for those looking for potential capital appreciation while balancing risk. This fund is ideal for both seasoned investors and newcomers aiming to diversify their portfolios with a focus on equity markets. Its systematic approach to investment helps navigate market fluctuations effectively, making it a compelling choice for long-term wealth creation.
- Dynamic equity mutual fund for growth
- Targets market momentum for potential gains
- Suitable for both seasoned and new investors
- Aims for long-term capital appreciation
- Diversifies portfolio with equity focus
- Systematic approach to manage market risks
Investment Thesis
This stock stands out for credible backing, growing digital opportunities, and a valuation that appears attractive versus peers.
- Strong promoter group → added credibility
- Digital services growth → future demand driver
- Attractive valuation → trading cheaper vs peers
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for high returns
- Experienced fund management team
- Growing market demand for equity funds
Risks ⚠️
- Market volatility impacts returns
- High expense ratio
- Regulatory changes affecting funds
- Limited liquidity in certain conditions
- Performance may vary significantly
Peer Perspective
Kotak Active Momentum Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and superior growth in AUM.
📊 Stock Investment Checklist (100 Points)
Kotak Active Momentum Fund(IDCW Payout) • Updated: 2025-10-01 15:01:26
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10BusinessHighThe fund is positioned 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 operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighStrong balance sheet with manageable debt levels.
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6GovernanceGoodGood promoter holding with minimal pledging.
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5DriversGoodSome growth catalysts identified, 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 reasonable valuations, but investors should be cautious of execution risks.