Kotak Aggressive Hybrid Fund
Ticker: mf12570
Decent
68/100
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Business Overview
The Kotak Aggressive Hybrid Fund is designed for investors seeking a balanced approach to wealth creation. By investing in a mix of equities and fixed income, this fund aims to provide capital appreciation while managing risk. It is ideal for those with a moderate risk appetite looking to grow their investments over the long term. With a strong track record and professional management, this fund stands out in the competitive landscape of mutual funds in India.
- Balanced investment in equities and debt
- Ideal for moderate risk investors
- Focus on long-term capital appreciation
- Managed by experienced professionals
- Strong historical performance
- Tax-efficient investment option
Investment Thesis
Kotak Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's evolving investment landscape, making it a compelling choice for retail investors seeking balanced growth.
- Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to peer funds indicate potential upside.
- Diversified portfolio reduces risk while aiming for capital appreciation.
- Strong historical performance showcases effective fund management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for high returns
- Expert fund management
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Economic downturns affect performance
- Management fees reduce profits
- Limited liquidity in certain conditions
Peer Perspective
Kotak Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Fund and Axis Hybrid Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Kotak Aggressive Hybrid Fund • Updated: 2025-09-29 13:51:29
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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 last 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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7BalanceHighGood balance sheet with manageable debt levels.
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6GovernanceGoodPromoter holding is stable with no significant 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 Aggressive Hybrid Fund shows decent potential with a solid growth trajectory and manageable risks.