Kotak Consumption Fund(IDCW)
Ticker: mf15748
Decent
48/100
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K
Kotak Consumption Fund(IDCW Payout)
The Kotak Consumption Fund shows decent potential with stable growth and a solid business model, but some risks in execution and valuation metrics warrant caution.
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I
ICICI Pru ESG Exclusionary Strategy Fund(IDCW Payout)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious.
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ICICI Pru ESG Exclusionary Strategy Fund(IDCW)
The fund shows potential for moderate growth with manageable risks, making it a decent investment option.
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B
Baroda BNP Paribas India Consumption Fund(IDCW)
The fund is positioned well within a growing sector, but faces challenges in profitability and valuation metrics. It may be a decent option for investors looking for exposure to the consumption theme.
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D
DSP Strategic Bond Fund(IDCW-Reinv)
The fund shows decent potential with stable growth and manageable risks, but attention is needed on cash flow consistency and governance practices.
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D
DSP Strategic Bond Fund(M-IDCW)
The fund shows decent potential with stable growth prospects, but investors should be cautious of valuation and liquidity issues.
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D
DSP Strategic Bond Fund(IDCW)
The DSP Strategic Bond Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment choice.
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D
DSP Strategic Bond Fund(M-IDCW Reinv)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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S
SBI Nifty Smallcap 250 Index Fund(IDCW Payout)
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SBI Nifty Smallcap 250 Index Fund(IDCW)
The SBI Nifty Smallcap 250 Index Fund shows potential for growth but comes with inherent risks typical of smallcap investments. A diversified approach mitigates some risks, but investors should be cautious.
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M
Motilal Oswal Focused Fund(IDCW)
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Sundaram Value Fund(IDCW)
The Sundaram Value Fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.
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A
Aditya Birla SL Dividend Yield Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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A
Aditya Birla SL Dividend Yield Fund(IDCW)
The fund shows decent potential but has several risks that need to be monitored closely.
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S
Sundaram Fin Serv Opp Fund(IDCW)
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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L
LIC MF Large Cap Fund(IDCW)
The LIC MF Large Cap Fund shows decent potential for growth with stable fundamentals, but investors should be cautious of market volatility and execution risks.
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Business Overview
The Kotak Consumption Fund (IDCW) is a mutual fund designed to capitalize on the growing consumption trends in India. It primarily invests in companies benefiting from the rising demand for goods and services, making it ideal for investors looking to tap into the consumption story of the Indian economy. This fund is suitable for both new and seasoned investors aiming for long-term growth through diversified exposure to the consumption sector.
- Focuses on high-growth consumption sectors
- Ideal for long-term wealth creation
- Diversified portfolio for risk management
- Managed by experienced professionals
- Aligns with India's economic growth story
Investment Thesis
Kotak Consumption Fund (IDCW) stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuations compared to peers. This positions it as a compelling investment opportunity for retail investors seeking long-term gains in the consumption sector.
- Strong backing from the reputable Kotak Mahindra Group enhances trust.
- Significant growth potential in digital services aligns with consumer trends.
- Attractive valuation metrics compared to industry peers indicate potential upside.
- Focus on the consumption sector capitalizes on India's growing middle class.
- Diversified portfolio reduces risk while maximizing returns for investors.
Opportunity vs Risk
Opportunities
- Growing consumer spending in India
- Diversification across various sectors
- Potential for high long-term returns
- Strong brand presence in market
Risks ⚠️
- Market volatility affecting returns
- Regulatory changes impacting consumption
- Economic slowdown reducing demand
- High competition in the sector
Peer Perspective
Kotak Consumption Fund trades at a slight premium compared to peers like SBI Consumption Fund and HDFC Consumption Fund. A stable margin and consistent growth could trigger a rerating, enhancing its attractiveness for investors.
📊 Stock Investment Checklist (100 Points)
Kotak Consumption Fund(IDCW) • Updated: 2025-10-01 03:36:26
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10BusinessHighThe fund focuses on consumer sectors which are generally future-ready, but lacks a strong moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but OCF has been inconsistent compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but there are some concerns regarding disclosures.
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6DriversGoodGrowth drivers exist, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Kotak Consumption Fund shows potential in the consumer sector but faces challenges in profitability and valuation metrics. Investors should be cautious.