Kotak Active Momentum Fund(IDCW Payout)

Ticker: mf15805
Decent 68/100

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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
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, with healthy operating cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Good promoter holding with minimal pledging.
  • 5
    Drivers
    Good
    Some growth catalysts identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market 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.