Kotak Arbitrage Fund(M-IDCW Payout)
Ticker: mf14049
Decent
56/100
☆ Add to Watchlist
More Options
K
Kotak Arbitrage Fund(M-IDCW)
The Kotak Arbitrage Fund shows decent potential with stable growth and profitability metrics, but some risks and valuation concerns remain.
View details
I
ICICI Pru Large Cap Fund(IDCW-Payout)
The fund shows decent potential with a balanced approach to growth and profitability, but some risks remain in execution and market sentiment.
View details
I
ICICI Pru Large Cap Fund(IDCW)
The ICICI Pru Large Cap Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks.
View details
I
ICICI Pru Balanced Advantage Fund(M-IDCW Payout)
The fund shows decent potential with a balanced approach to growth and risk management.
View details
I
ICICI Pru Balanced Advantage Fund(IDCW-Payout)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance need attention.
View details
I
ICICI Pru Balanced Advantage Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks.
View details
I
ICICI Pru Balanced Advantage Fund(IDCW)
The fund shows a decent overall performance with good growth potential, but some risks need to be monitored.
View details
N
Nippon India Small Cap Fund(IDCW)
The fund shows potential for growth but comes with significant risks associated with small cap investments.
View details
I
ICICI Pru Multi-Asset Fund(IDCW-Payout)
The ICICI Pru Multi-Asset Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
I
ICICI Pru Multi-Asset Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management, but caution is advised due to execution risks.
View details
S
SBI Liquid Fund(W-IDCW Payout)
The SBI Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though some execution risks should be monitored.
View details
S
SBI Liquid Fund(FN-IDCW Payout)
The SBI Liquid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
View details
S
SBI Liquid Fund(FN-IDCW)
SBI Liquid Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
View details
S
SBI Liquid Fund(W-IDCW)
The SBI Liquid Fund presents a decent investment opportunity with stable growth and manageable risks, but investors should be cautious of execution risks and governance issues.
View details
S
SBI Liquid Fund(DD-IDCW)
The SBI Liquid Fund shows decent performance with stable growth prospects, but faces challenges in profitability and market sentiment.
View details
H
HDFC Liquid Fund(M-IDCW)
HDFC Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though it faces some execution risks and lacks strong growth drivers.
View details
Business Overview
Kotak Arbitrage Fund (M-IDCW Payout) is a dynamic investment option designed for investors seeking to capitalize on market inefficiencies while minimizing risk. Ideal for conservative investors looking for stable returns, this fund employs arbitrage strategies to generate income with lower volatility compared to equity markets. It matters because it offers a balanced approach to wealth creation, especially in uncertain economic times.
- Designed for conservative investors
- Utilizes arbitrage strategies for stable returns
- Lower volatility compared to equity investments
- Focuses on minimizing risk while generating income
- Ideal for wealth preservation and growth
- Offers regular income through M-IDCW payouts
Investment Thesis
Kotak Arbitrage Fund stands out due to its robust promoter credibility, leveraging the Kotak Mahindra brand. The fund benefits from the growing digital services sector, enhancing its operational efficiency. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stability and growth.
- Strong backing from the reputable Kotak Mahindra Group.
- Significant growth potential in digital services enhancing fund performance.
- Attractive valuation metrics make it a favorable choice against competitors.
- Focus on capital preservation with potential for steady returns.
- Ideal for risk-averse investors looking for consistent income.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Potential tax benefits on dividends
- Diversification in investment portfolio
- Low correlation with equity markets
Risks ⚠️
- Market fluctuations impact returns
- Interest rate changes affect performance
- Liquidity risks in redemption
- Management fees may reduce gains
Peer Perspective
Kotak Arbitrage Fund trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if it demonstrates consistent margin stability and improved risk-adjusted returns.
📊 Stock Investment Checklist (100 Points)
Kotak Arbitrage Fund(M-IDCW Payout) • Updated: 2025-10-01 15:02:14
-
10BusinessHighThe fund operates in a stable sector with a clear arbitrage model, but lacks a significant competitive moat.
-
10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
-
10ProfitabilityHighROE and ROCE are acceptable, but OCF is not consistently higher than net profit.
-
8ValuationHighValuation metrics are reasonable compared to peers, but not compelling.
-
7BalanceHighDebt levels are low, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are some concerns regarding disclosures.
-
5DriversGoodLimited growth catalysts identified, with some execution risks.
-
5TechnicalsGoodMarket sentiment is neutral, with average liquidity and price action.
Final Score & Verdict
Score 56 / 100
• Decent
The Kotak Arbitrage Fund shows decent potential with stable growth and acceptable profitability, but faces challenges in competitive positioning and liquidity.