Kotak BSE PSU Index Fund

Ticker: mf13796
Decent 68/100

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Business Overview

The Kotak BSE PSU Index Fund is a mutual fund that aims to replicate the performance of the BSE PSU Index, which includes leading public sector undertakings in India. This fund is ideal for investors looking to gain exposure to the stability and growth potential of government-owned companies. It matters because it offers a diversified investment option with lower volatility compared to individual stocks. Additionally, it provides an opportunity to invest in the backbone of the Indian economy.

  • Diversified exposure to public sector enterprises
  • Lower volatility compared to individual stocks
  • Ideal for long-term investors
  • Replicates the performance of the BSE PSU Index
  • Supports investment in India's economic backbone

Investment Thesis

The Kotak BSE PSU Index Fund stands out due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund offers a solid opportunity for investors looking to capitalize on the growth of public sector undertakings in India.

  • Backed by the reputable Kotak Mahindra Group, ensuring strong governance.
  • Digital services are rapidly expanding, driving future growth.
  • Valuations are competitive, presenting a compelling entry point.
  • Focus on public sector undertakings aligns with government initiatives.
  • Diversified exposure reduces risk while enhancing potential returns.

Opportunity vs Risk

Opportunities
  • Growing PSU sector potential
  • Increased government spending
  • Diversification in portfolio
  • Attractive long-term returns
Risks ⚠️
  • Market volatility
  • Regulatory changes
  • Economic slowdown impact
  • Limited historical performance data

Peer Perspective

Kotak BSE PSU Index Fund trades at a slight premium compared to peers like SBI and PNB, but a sustained improvement in margin stability could trigger a rerating, making it an attractive long-term option.
📊 Stock Investment Checklist (100 Points)
Kotak BSE PSU Index Fund • Updated: 2025-09-29 13:52:40
  • 10
    Business
    High
    The PSU sector has potential but faces challenges.
  • 10
    Growth
    High
    Moderate growth observed in revenue and profits.
  • 10
    Profitability
    High
    ROE and ROCE are decent but not exceptional.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers.
  • 7
    Balance
    High
    Balance sheet shows reasonable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, but disclosures could improve.
  • 5
    Drivers
    Good
    Limited growth drivers identified.
  • 5
    Technicals
    Good
    Technical indicators show weak momentum.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak BSE PSU Index Fund shows decent potential but is subject to sector-specific risks.


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