Kotak Contra Fund(IDCW)

Ticker: mf15009
Decent 68/100

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Business Overview

Kotak Contra Fund (IDCW) is a dynamic equity mutual fund designed for investors seeking long-term capital appreciation through a contrarian investment approach. This fund identifies undervalued stocks with strong growth potential, making it ideal for those willing to embrace market fluctuations. Its strategic focus on quality companies positions it as a reliable choice for wealth creation over time.

  • Designed for long-term capital growth
  • Focuses on undervalued stocks
  • Ideal for risk-tolerant investors
  • Managed by experienced professionals
  • Aims to outperform market benchmarks

Investment Thesis

Kotak Contra Fund stands out due to its strong promoter credibility, robust digital services growth, and attractive valuations compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking long-term gains.

  • Strong backing from the reputable Kotak Mahindra Group enhances trust.
  • Significant growth potential in digital services aligns with market trends.
  • Valuations remain attractive compared to industry peers, offering potential upside.
  • Experienced management team with a proven track record of performance.
  • Focus on contrarian investment strategies may yield higher returns in volatile markets.

Opportunity vs Risk

Opportunities
  • Diversified portfolio reduces risk
  • Strong historical performance
  • Expert fund management
  • Potential for long-term growth
  • Attractive entry point now
Risks ⚠️
  • Market volatility affects returns
  • High expense ratio
  • Dependence on equity markets
  • Regulatory changes impact performance
  • Past performance does not guarantee future

Peer Perspective

Kotak Contra Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A sustained improvement in margin stability could trigger a positive rerating in this competitive landscape.
📊 Stock Investment Checklist (100 Points)
Kotak Contra Fund(IDCW) • Updated: 2025-10-01 03:36:44
  • 10
    Business
    High
    The fund invests in sectors with potential for growth, but faces competition.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but not compelling.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong, but some concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak Contra Fund shows decent potential with consistent growth and profitability metrics, though some risks and valuation concerns exist.