Kotak Bond Short Term Fund(IDCW)
Ticker: mf14302
Decent
66/100
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K
Kotak Bond Short Term Fund(IDCW Payout)
The fund shows decent stability with moderate growth potential, but risks remain in profitability and market sentiment.
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I
ICICI Pru Flexicap Fund(IDCW)
ICICI Pru Flexicap Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks.
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ICICI Pru Flexicap Fund(IDCW Payout)
The ICICI Pru Flexicap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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H
HDFC Ultra Short Term Fund(M-IDCW Reinv)
The fund shows decent potential with stable growth and profitability metrics, but risks in execution and governance need to be monitored.
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H
HDFC Ultra Short Term Fund(M-IDCW)
The HDFC Ultra Short Term Fund shows decent potential with consistent growth and profitability metrics, making it a viable option for conservative investors.
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H
HDFC Ultra Short Term Fund(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but faces some risks in governance and market execution.
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H
HDFC Ultra Short Term Fund(W-IDCW)
HDFC Ultra Short Term Fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment option.
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K
Kotak Corporate Bond Fund(M-IDCW)
The Kotak Corporate Bond Fund shows decent potential with stable growth and profitability metrics, but faces some risks in execution and market competition.
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K
Kotak Corporate Bond Fund(M-IDCW Payout)
The fund shows decent potential but faces several challenges that could impact future performance.
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Kotak Small Cap Fund(IDCW-Payout)
The Kotak Small Cap Fund shows potential for growth, but investors should be cautious due to valuation concerns and execution risks.
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K
Kotak Small Cap Fund(IDCW)
The Kotak Small Cap Fund shows decent potential with consistent growth and manageable risks, but attention should be paid to governance and execution challenges.
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K
Kotak Balanced Advantage Fund(IDCW)
The Kotak Balanced Advantage Fund shows decent potential with consistent growth and strong governance, but faces challenges in execution and liquidity.
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K
Kotak Balanced Advantage Fund(IDCW-Payout)
The Kotak Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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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.
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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.
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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.
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Business Overview
Kotak Bond Short Term Fund (IDCW) is a debt mutual fund designed for investors seeking stable returns over a short investment horizon. It primarily invests in high-quality bonds and fixed-income securities, making it suitable for conservative investors or those looking to balance their portfolio. This fund offers a blend of safety and liquidity, addressing the needs of risk-averse individuals.
- Ideal for conservative investors
- Focuses on short-term debt instruments
- Offers potential for stable returns
- Helps in portfolio diversification
- Managed by experienced professionals
Investment Thesis
Kotak Bond Short Term Fund stands out due to its strong promoter group, which enhances credibility and trust. The fund is poised for growth through expanding digital services, catering to a tech-savvy investor base. Additionally, its attractive valuation compared to peers presents a compelling opportunity for investors seeking stable returns.
- Strong backing from the reputable Kotak Mahindra Group.
- Significant growth potential in digital services for investors.
- Attractive valuation compared to similar funds in the market.
- Focus on short-term bonds mitigates interest rate risks.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in low-interest environment
- Diversification for conservative portfolios
- Tax efficiency for long-term investors
- Potential for capital appreciation
- Access to high-quality bonds
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Liquidity concerns in market downturns
- Inflation may erode real returns
- Regulatory changes affecting bond markets
Peer Perspective
Kotak Bond Short Term Fund trades at a premium compared to peers like HDFC Short Term Debt Fund and ICICI Prudential Short Term Fund. A rerating could occur with improved margin stability and consistent yield performance.
📊 Stock Investment Checklist (100 Points)
Kotak Bond Short Term Fund(IDCW) • Updated: 2025-10-01 22:19:05
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10BusinessHighThe bond fund operates in a stable sector but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is not consistently higher than net profit.
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10ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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8BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but there are minor concerns regarding disclosures.
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7DriversHighGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Kotak Bond Short Term Fund presents a decent investment opportunity with moderate growth potential and acceptable risk levels.