Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund(IDCW)
Ticker: mf16564
Decent
68/100
☆ Add to Watchlist
More Options
B
Baroda BNP Paribas Corp Bond Fund(Q-IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
View details
B
Baroda BNP Paribas Corp Bond Fund(M-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
View details
B
Baroda BNP Paribas Corp Bond Fund(A-IDCW)
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics.
View details
N
Nippon India Nifty 500 Equal Weight Index Fund(IDCW)
The fund shows decent potential with a diversified approach, but faces challenges in profitability and execution risks.
View details
A
Aditya Birla SL US Equity Passive FOF(IDCW)
The fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
View details
A
Aditya Birla SL US Equity Passive FOF(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious about execution risks.
View details
N
Nippon India Medium to Long Duration Fund(Q-IDCW)
The fund presents a decent investment opportunity, but potential investors should be cautious of market volatility and inconsistent growth metrics.
View details
N
Nippon India Medium to Long Duration Fund(H-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about valuation and governance aspects.
View details
N
Nippon India Medium to Long Duration Fund(A-IDCW)
The fund shows decent potential but faces challenges in growth consistency and liquidity.
View details
N
Nippon India Medium to Long Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of governance and execution risks.
View details
U
Union Focused Fund(IDCW)
The Union Focused Fund shows decent potential with solid growth and profitability metrics, though some risks in governance and execution should be monitored.
View details
U
Union Focused Fund(IDCW Payout)
The Union Focused Fund shows potential for growth but comes with several risks that need to be monitored closely.
View details
S
SBI FMP-81-1157D(IDCW)
The stock presents several risks with limited growth potential and weak technicals, making it a risky investment at this time.
View details
P
PGIM India Multi Cap Fund(IDCW)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.
View details
E
Edelweiss Consumption Fund(IDCW)
The Edelweiss Consumption Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
View details
E
Edelweiss ELSS Tax saver Fund(IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
View details
Business Overview
The Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund (IDCW) is designed for investors seeking exposure to high-quality financial services companies in India. By focusing on AAA-rated entities, this fund aims to provide stability and potential growth. It is ideal for those looking to diversify their portfolios with a focus on the financial sector, ensuring a balance of risk and reward. This fund is managed by experienced professionals, making it a reliable choice for both seasoned and novice investors.
- Focus on AAA-rated financial services companies
- Ideal for diversification in financial sector
- Managed by experienced professionals
- Targets stability and potential growth
- Suitable for both seasoned and novice investors
Investment Thesis
Investing in the Kotak CRISIL-IBX AAA Financial Services Index Fund offers exposure to a strong promoter group known for credibility and stability. The fund is well-positioned to benefit from the growth of digital services in the financial sector, and it presents attractive valuations compared to peers, making it a compelling choice for retail investors.
- Strong backing from the reputable Kotak Mahindra Group enhances credibility.
- Significant growth potential in digital financial services aligns with market trends.
- Attractive valuation metrics compared to peer funds indicate potential for higher returns.
- Diversification across AAA-rated financial instruments mitigates risk.
- Focus on long-term capital appreciation aligns with investor objectives.
Opportunity vs Risk
Opportunities
- Strong credit quality exposure
- Growing demand for financial services
- Potential for high returns
- Diversification in fixed income investments
- Stable regulatory environment
Risks ⚠️
- Interest rate fluctuations
- Economic downturn impact
- Market volatility
- Credit risk from underlying assets
- Limited liquidity in fund
📊 Stock Investment Checklist (100 Points)
Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund(IDCW) • Updated: 2025-10-01 03:37:43
-
10BusinessHighThe financial services sector is evolving with digital transformation, but competition is intense.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
-
5DriversGoodGrowth drivers exist, but execution risks are significant.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.