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Kotak BSE Housing Index Fund(IDCW)

Ticker: mf17781
Decent 72/100

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Aditya Birla SL Retirement Fund-50 Plus-Debt Plan(IDCW)
Score 48/100 Decent
The fund shows decent potential with stable growth prospects, but caution is advised due to moderate profitability and limited growth drivers.
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Aditya Birla SL Conservative Hybrid Active FOF(IDCW)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious of execution risks.
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Aditya Birla SL Conservative Hybrid Active FOF(IDCW Payout)
Score 72/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious of execution risks.
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G
Groww Silver ETF FOF(IDCW)
Score 63/100 Decent
The Groww Silver ETF FOF presents a decent investment opportunity in a growing sector, but investors should be cautious of profitability and execution risks.
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M
Mirae Asset Nifty India New Age Consumption ETF FoF(IDCW)
Score 66/100 Decent
The ETF has a decent score reflecting potential in the new-age consumption sector, but caution is advised due to valuation concerns and execution risks.
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M
Mirae Asset Multi Factor Passive FOF(IDCW)
Score 48/100 Decent
The Mirae Asset Multi Factor Passive FOF shows potential but carries certain risks that need to be monitored closely.
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N
Nippon India Inv-Qrtly-II(IDCW)
Score 72/100 Decent
The stock has a decent outlook with some growth potential, but investors should be cautious of profitability pressures and execution risks.
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I
ICICI Pru CRISIL-IBX AAA Bond Financial Services Index - Dec 2026 Fund(A-IDCW)
Score 48/100 Decent
The fund shows moderate potential but lacks strong growth drivers and faces valuation concerns.
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I
ICICI Pru Nifty Top 15 Equal Weight Index Fund(IDCW)
Score 73/100 Decent
The fund shows a decent potential for growth with a balanced risk profile, making it a reasonable investment option.
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I
ICICI Pru Nifty Top 15 Equal Weight Index Fund(IDCW Payout)
Score 70/100 Decent
The fund shows a decent score with strong fundamentals and growth potential, making it a reasonable investment option.
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S
Sundaram LT Tax Adv Fund-Sr II-(IDCW)
Score 66/100 Decent
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G
Groww Nifty 50 Index Fund(IDCW)
Score 48/100 Decent
The Groww Nifty 50 Index Fund shows decent potential for investors looking for exposure to large-cap equities, but caution is advised due to market risks.
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K
Kotak Nifty 200 Quality 30 Index Fund(IDCW)
Score 68/100 Decent
The Kotak Nifty 200 Quality 30 Index Fund presents a decent investment opportunity with a focus on quality companies, though some execution risks remain.
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K
Kotak Nifty 200 Quality 30 Index Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Nifty 200 Quality 30 Index Fund shows decent potential with a focus on quality stocks, but there are some risks and concerns that investors should be aware of.
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K
Kotak BSE Sensex Index Fund(IDCW)
Score 72/100 Decent
The Kotak BSE Sensex Index Fund shows a decent score reflecting a stable investment in large-cap equities with good growth potential, though some risks remain.
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Business Overview

The Kotak BSE Housing Index Fund (IDCW) is a mutual fund designed to track the performance of the BSE Housing Index, focusing on the real estate sector. Ideal for investors looking to gain exposure to India's growing housing market, this fund offers a diversified portfolio of leading housing companies. It matters because it provides a convenient way to invest in a sector poised for growth, backed by strong fundamentals. With a focus on long-term capital appreciation, this fund is a strategic choice for wealth creation.

  • Tracks BSE Housing Index performance
  • Diversified exposure to real estate sector
  • Ideal for long-term investors
  • Supports wealth creation through capital appreciation
  • Managed by a trusted financial institution

Investment Thesis

Kotak BSE Housing Index Fund offers a compelling investment opportunity backed by a strong promoter group and credibility. With the ongoing digital services growth, the fund is well-positioned to capitalize on the housing sector's potential. Additionally, its attractive valuation compared to peers makes it a prudent choice for investors seeking long-term gains.

  • Strong backing from the reputable Kotak Mahindra Group.
  • Significant growth potential in digital services within the housing sector.
  • Attractive valuation metrics compared to other housing funds.
  • Focus on long-term capital appreciation through diversified housing investments.
  • Robust performance track record enhancing investor confidence.

Opportunity vs Risk

Opportunities
  • Strong growth in housing sector
  • Diversification in real estate investments
  • Tax benefits on housing funds
  • Rising demand for affordable housing
Risks ⚠️
  • Market volatility in real estate
  • Regulatory changes affecting housing
  • Economic downturn impacts housing demand
  • High competition in housing finance

Peer Perspective

Kotak BSE Housing Index Fund trades at a slight premium compared to peers like HDFC Housing Fund and SBI Housing Fund. A rerating could occur with improved margin stability and robust growth in the housing sector.
📊 Stock Investment Checklist (100 Points)
Kotak BSE Housing Index Fund(IDCW) • Updated: 2025-10-01 06:25:16
  • 10
    Business
    High
    The housing sector is poised for growth with government initiatives.
  • 10
    Growth
    High
    Consistent revenue growth observed in the housing sector.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF shows some volatility.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating caution.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, with minimal pledging.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 72 / 100 • Decent
The Kotak BSE Housing Index Fund shows potential for growth, but investors should be cautious of valuation and execution risks.