Kotak BSE Housing Index Fund

Ticker: mf13990
Decent 68/100

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Business Overview

The Kotak BSE Housing Index Fund is a mutual fund designed to track the performance of the BSE Housing Index, which comprises leading companies in the housing sector. This fund is ideal for investors looking to gain exposure to the real estate market without direct property investment. It matters because it offers diversification and potential growth in a booming sector. With professional management and a focus on housing-related equities, it aims to deliver long-term capital appreciation.

  • Tracks BSE Housing Index performance
  • Ideal for investors seeking real estate exposure
  • Offers diversification in housing sector
  • Managed by experienced professionals
  • Potential for long-term capital growth

Investment Thesis

Kotak BSE Housing Index Fund presents a compelling investment opportunity driven by a strong promoter group with a proven track record, significant growth potential in digital services, and attractive valuations compared to its peers. This fund is well-positioned to capitalize on the expanding housing market in India.

  • Strong backing from the reputable Kotak Mahindra Group enhances credibility.
  • Digital services are poised for robust growth, tapping into evolving consumer preferences.
  • Valuations remain attractive relative to competitors, offering potential for upside.
  • Focus on the housing sector aligns with India's long-term economic growth trajectory.
  • Diversified portfolio mitigates risks while providing exposure to key market segments.

Opportunity vs Risk

Opportunities
  • Strong growth in housing sector
  • Rising demand for affordable housing
  • Government incentives for home buyers
  • Low interest rates on loans
Risks ⚠️
  • Economic slowdown impacts housing
  • Regulatory changes affecting real estate
  • High competition in housing market
  • Market volatility affecting investments

Peer Perspective

Kotak BSE Housing Index Fund trades at a slight premium compared to peers like HDFC Housing Fund and ICICI Housing Fund. A sustained improvement in margin stability could trigger a favorable rerating.
📊 Stock Investment Checklist (100 Points)
Kotak BSE Housing Index Fund • Updated: 2025-09-29 13:52:34
  • 10
    Business
    High
    The housing sector is poised for growth due to increasing urbanization and government initiatives.
  • 10
    Growth
    High
    Consistent revenue growth driven by a strong housing market.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF shows some volatility.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak BSE Housing Index Fund shows potential for growth in a favorable sector, but faces challenges in valuation and execution risks.


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