Kotak Balanced Advantage Fund(IDCW)
Ticker: mf14315
Decent
71/100
☆ Add to Watchlist
More Options
K
Kotak Balanced Advantage Fund(IDCW-Payout)
The Kotak Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
View details
I
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout)
The fund shows decent potential with stable growth and manageable risks, but attention is needed on liquidity and execution aspects.
View details
I
ICICI Pru Ultra Short Term Fund Fund(Q-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment option.
View details
I
ICICI Pru Ultra Short Term Fund Fund(M-IDCW Payout)
The fund shows decent potential with moderate growth and profitability metrics, but faces some risks that need to be monitored.
View details
I
ICICI Pru Ultra Short Term Fund Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
View details
I
ICICI Pru Ultra Short Term Fund Fund(DD-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and market sentiment.
View details
I
ICICI Pru Ultra Short Term Fund Fund(Q-IDCW)
The fund shows decent potential with stable growth, but investors should be cautious of valuation and execution risks.
View details
I
ICICI Pru Ultra Short Term Fund Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
View details
M
Mirae Asset Midcap Fund(IDCW)
The Mirae Asset Midcap Fund shows decent potential with some growth opportunities, but risks remain in execution and profitability consistency.
View details
D
DSP Small Cap Fund(IDCW)
The DSP Small Cap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
View details
D
DSP Small Cap Fund(IDCW-Reinv)
The fund faces several challenges in terms of growth consistency and profitability, making it a risky investment at this time.
View details
H
HDFC ELSS Tax saver(IDCW-Reinv)
HDFC ELSS Tax Saver is a strong investment option with solid fundamentals and growth potential.
View details
H
HDFC ELSS Tax saver(IDCW)
HDFC ELSS Tax Saver is a decent investment option with solid fundamentals and growth potential, though some risks remain.
View details
D
DSP ELSS Tax Saver Fund(IDCW)
The fund shows potential for growth with a decent risk profile, but investors should remain cautious of market volatility.
View details
D
DSP ELSS Tax Saver Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to market sentiment.
View details
H
HSBC Liquid Fund(M-IDCW Payout)
The HSBC Liquid Fund shows decent potential with stable growth and profitability metrics, making it a reasonable choice for conservative investors.
View details
Business Overview
Kotak Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to balance equity and debt exposure, catering to investors seeking growth with reduced risk. Ideal for those looking to achieve long-term wealth creation while maintaining a conservative approach, this fund adjusts its asset allocation based on market conditions. Its strategic blend of equities and fixed income helps mitigate volatility, making it suitable for both new and seasoned investors.
- Dynamic asset allocation between equity and debt
- Designed for long-term wealth creation
- Reduces risk through balanced exposure
- Suitable for both new and seasoned investors
- Adjusts to market conditions for optimal returns
Investment Thesis
Kotak Balanced Advantage Fund stands out due to its reputable promoter group, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns, making it an appealing choice for Indian retail investors seeking stability and growth.
- Strong backing from the Kotak Mahindra Group enhances credibility.
- Significant growth in digital services offers a promising runway.
- Valuation metrics are favorable compared to industry peers.
- Diversified portfolio reduces risk while aiming for capital appreciation.
- Proven track record of performance instills investor confidence.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment strategy
- Potential for capital appreciation
- Tax-efficient growth
- Regular income through dividends
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Management fee costs
- Economic downturn effects
- Limited short-term liquidity
Peer Perspective
Kotak Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Kotak Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 15:02:49
-
10BusinessHighThe fund operates in a future-ready sector with a clear investment model, but lacks a significant moat.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
-
8ValuationHighValuation metrics like P/E and P/B are in line with peers, indicating fair value.
-
7BalanceHighDebt/equity ratio is manageable, but liquidity could be improved.
-
9GovernanceHighPromoter holding is strong with minimal pledging, good transparency in disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks remain a concern.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 71 / 100
• Decent
The Kotak Balanced Advantage Fund shows decent potential with consistent growth and strong governance, but faces challenges in execution and liquidity.