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Kotak Balanced Advantage Fund(IDCW-Payout)

Ticker: mf14316
Decent 72/100

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I
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and manageable risks, but attention is needed on liquidity and execution aspects.
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I
ICICI Pru Ultra Short Term Fund Fund(Q-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment option.
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I
ICICI Pru Ultra Short Term Fund Fund(M-IDCW Payout)
Score 70/100 Decent
The fund shows decent potential with moderate growth and profitability metrics, but faces some risks that need to be monitored.
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I
ICICI Pru Ultra Short Term Fund Fund(W-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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I
ICICI Pru Ultra Short Term Fund Fund(DD-IDCW)
Score 70/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and market sentiment.
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I
ICICI Pru Ultra Short Term Fund Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth, but investors should be cautious of valuation and execution risks.
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I
ICICI Pru Ultra Short Term Fund Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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M
Mirae Asset Midcap Fund(IDCW)
Score 68/100 Decent
The Mirae Asset Midcap Fund shows decent potential with some growth opportunities, but risks remain in execution and profitability consistency.
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D
DSP Small Cap Fund(IDCW)
Score 68/100 Decent
The DSP Small Cap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
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D
DSP Small Cap Fund(IDCW-Reinv)
Score 48/100 Risky
The fund faces several challenges in terms of growth consistency and profitability, making it a risky investment at this time.
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H
HDFC ELSS Tax saver(IDCW-Reinv)
Score 72/100 Strong
HDFC ELSS Tax Saver is a strong investment option with solid fundamentals and growth potential.
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H
HDFC ELSS Tax saver(IDCW)
Score 66/100 Decent
HDFC ELSS Tax Saver is a decent investment option with solid fundamentals and growth potential, though some risks remain.
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D
DSP ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows potential for growth with a decent risk profile, but investors should remain cautious of market volatility.
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D
DSP ELSS Tax Saver Fund(IDCW-Reinv)
Score 58/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to market sentiment.
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H
HSBC Liquid Fund(M-IDCW Payout)
Score 70/100 Decent
The HSBC Liquid Fund shows decent potential with stable growth and profitability metrics, making it a reasonable choice for conservative investors.
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H
HSBC Liquid Fund(M-IDCW)
Score 70/100 Decent
The HSBC Liquid Fund shows decent potential with stable growth and profitability metrics, making it a viable option for conservative investors.
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Business Overview

Kotak Balanced Advantage Fund is a dynamic investment solution designed to provide balanced growth through a mix of equity and debt. Ideal for investors seeking moderate risk with the potential for capital appreciation, this fund adjusts its asset allocation based on market conditions. It matters because it offers flexibility and aims to optimize returns while managing risks effectively. With professional management and a focus on long-term wealth creation, it’s a smart choice for both new and seasoned investors looking to enhance their portfolios.

  • Dynamic asset allocation between equity and debt
  • Suitable for moderate-risk investors
  • Professional management by experienced fund managers
  • Focus on long-term capital appreciation
  • Regular income through IDCW payout option
  • Adaptable to changing market conditions

Investment Thesis

Kotak Balanced Advantage Fund stands out due to its robust promoter credibility, which instills investor confidence. The fund is well-positioned to capitalize on the growing digital services sector, offering a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stability and growth.

  • Strong backing from the reputable Kotak Mahindra Group enhances trust.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to competing funds.
  • Balanced approach mitigates risks while aiming for consistent returns.
  • Proven track record of performance supports long-term investment strategy.

Opportunity vs Risk

Opportunities
  • Strong fund management team
  • Diversified investment portfolio
  • Potential for steady returns
  • Tax-efficient growth options
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Economic downturns affect performance
  • Limited historical performance data

Peer Perspective

Kotak Balanced Advantage Fund is currently trading at a premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Kotak Balanced Advantage Fund(IDCW-Payout) • Updated: 2025-10-01 15:02:35
  • 10
    Business
    High
    The fund operates in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, with healthy cash flow generation.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Moderate debt levels and good liquidity position.
  • 9
    Governance
    High
    Strong promoter holding with transparent disclosures.
  • 6
    Drivers
    Good
    Growth catalysts identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100 • Decent
The Kotak Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.