Portfolio Alerts Watch List Cart

Kotak Equity Savings Fund(M-IDCW)

Ticker: mf14673
Decent 68/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

I
ICICI Pru Smallcap Fund(IDCW-Payout)
Score 56/100 Decent
The fund shows potential for growth but carries inherent risks associated with smallcap investments.
View details
I
ICICI Pru Smallcap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential for growth but carries risks associated with smallcap volatility and execution challenges.
View details
N
Nippon India Focused Fund(IDCW)
Score 48/100 Decent
The fund shows potential for growth but carries moderate risks and concerns regarding valuation and execution.
View details
K
Kotak Multi Asset Allocation Fund(IDCW Payout)
Score 48/100 Risky
The Kotak Multi Asset Allocation Fund shows potential but carries significant risks that may affect future performance.
View details
K
Kotak Multi Asset Allocation Fund(IDCW)
Score 68/100 Decent
The Kotak Multi Asset Allocation Fund shows decent potential with consistent growth and profitability metrics, but faces some risks in execution and governance.
View details
S
SBI Banking & Financial Services Fund(IDCW-Payout)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and valuation compared to peers.
View details
S
SBI Banking & Financial Services Fund(IDCW)
Score 66/100 Decent
The SBI Banking & Financial Services Fund shows potential for growth but faces challenges in profitability and valuation. Investors should be cautious.
View details
B
Bandhan Arbitrage Fund(M-IDCW Reinv)
Score 66/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
View details
B
Bandhan Arbitrage Fund(A-IDCW)Reinvest Exch
Score 48/100 Risky
The fund shows potential but is currently facing significant risks and inconsistencies in performance, making it a risky investment.
View details
B
Bandhan Arbitrage Fund(A-IDCW)
Score 66/100 Decent
The Bandhan Arbitrage Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
View details
B
Bandhan Arbitrage Fund(M-IDCW)
Score 48/100 Risky
The Bandhan Arbitrage Fund shows several weaknesses in growth and profitability, with limited upside potential. Caution is advised for potential investors.
View details
N
Nippon India Pharma Fund(IDCW)
Score 75/100 Decent
The Nippon India Pharma Fund shows potential for growth but is facing challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
View details
T
Tata Value Fund(Div Trig Opt A-5%)Pay
Score 48/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
View details
T
Tata Value Fund(Div Trig Opt B-10%)Pay
No score
..
View details
T
Tata Value Fund(Div Trig Opt A-5%)
Score 66/100 Decent
The Tata Value Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.
View details
T
Tata Value Fund(Div Trig Opt B-10%)
Score 66/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
View details

Business Overview

Kotak Equity Savings Fund (M-IDCW) is a balanced investment solution designed for investors seeking moderate risk while aiming for capital appreciation. This fund primarily invests in a mix of equities, fixed income, and derivatives, making it suitable for both conservative and aggressive investors. It provides a unique opportunity to benefit from equity market growth while maintaining a safety net through debt instruments. With a focus on long-term wealth creation, this fund is ideal for those looking to enhance their portfolio's stability and returns.

  • Balanced investment approach
  • Suitable for moderate risk tolerance
  • Mix of equities and fixed income
  • Focus on long-term capital appreciation
  • Professional fund management
  • Regular income distribution option (M-IDCW)

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment approach
  • Potential for steady returns
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Liquidity risks in market downturns
  • Management fees may reduce profits

Peer Perspective

Kotak Equity Savings Fund trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Equity Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
Kotak Equity Savings Fund(M-IDCW) • Updated: 2025-10-01 06:26:31
  • 10
    Business
    High
    The sector is evolving but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF shows some volatility.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable with good liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market 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 of execution risks and market conditions.