Kotak Aggressive Hybrid Fund(IDCW)
Ticker: mf14711
Decent
68/100
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Business Overview
Kotak Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equities and fixed-income securities, this fund aims to deliver attractive returns while managing risk. Ideal for those with a moderate to high-risk appetite, it offers the potential for capital appreciation along with regular income. This fund is a smart choice for long-term wealth creation, making it a valuable addition to your investment portfolio.
- Balanced investment in equities and debt
- Ideal for moderate to high-risk investors
- Potential for capital appreciation
- Regular income through dividends
- Managed by experienced professionals
Investment Thesis
Kotak Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust digital services growth, and attractive valuations compared to peers. This fund is well-positioned to deliver consistent returns, making it a compelling choice for retail investors seeking balanced risk and reward.
- Backed by the reputable Kotak Mahindra Group, ensuring strong governance and management.
- Leverages digital transformation, catering to a growing base of tech-savvy investors.
- Attractive valuation metrics compared to similar funds, enhancing potential for capital appreciation.
- Focus on hybrid strategy allows for diversification, balancing equity and debt exposure.
- Strong historical performance track record instills confidence among investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for high returns
- Tax-efficient growth
- Access to equity and debt markets
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Management fee costs
- Limited liquidity in downturns
- Regulatory changes affecting funds
Peer Perspective
Kotak Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund; a sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Kotak Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 15:02:01
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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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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable with adequate liquidity.
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7GovernanceHighPromoter holding is strong 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 Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.