Kotak Focused Fund(IDCW)

Ticker: mf15164
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

Kotak Focused Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a concentrated portfolio of high-quality stocks. This fund is ideal for those looking to maximize returns while managing risk through strategic stock selection. With a focus on companies with strong fundamentals, it aims to deliver consistent performance in varying market conditions.

  • Targeted for long-term investors
  • Concentrated portfolio for higher returns
  • Invests in fundamentally strong companies
  • Managed by experienced fund managers
  • Suitable for risk-tolerant investors
  • Aligns with wealth creation goals

Investment Thesis

Kotak Focused Fund (IDCW) stands out due to its strong promoter credibility, significant growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking robust returns.

  • Strong backing from the reputable Kotak Mahindra Group enhances trust and stability.
  • Rapid growth in digital services offers a substantial runway for future earnings.
  • Valuation metrics are favorable when compared to industry peers, indicating potential upside.
  • Consistent performance track record showcases effective fund management.
  • Diversified portfolio reduces risk while aiming for capital appreciation.

Peer Perspective

Kotak Focused Fund trades at a slight premium compared to peers like Axis Focused 25 and SBI Focused Equity. A sustained improvement in margin stability could trigger a rerating, enhancing its appeal to investors.
📊 Stock Investment Checklist (100 Points)
Kotak Focused Fund(IDCW) • Updated: 2025-10-01 03:38:33
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, with healthy cash flow relative to net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Good promoter holding with minimal pledging.
  • 5
    Drivers
    Good
    Several growth catalysts identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak Focused Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.