Kotak Focused Fund(IDCW)
Ticker: mf15164
Decent
68/100
☆ Add to Watchlist
More Options
S
SBI Quant Fund(IDCW)
The SBI Quant Fund shows decent potential with consistent growth and a stable business model, but some risks in execution and valuation metrics warrant caution.
View details
S
SBI Quant Fund(IDCW Payout)
The SBI Quant Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of valuation and execution risks.
View details
T
Tata Ethical Fund(IDCW-Payout)
The Tata Ethical Fund shows promise with a decent score, indicating potential for growth, but investors should be cautious of execution risks and market sentiment.
View details
T
Tata Ethical Fund(IDCW)
The Tata Ethical Fund shows promise with a decent score, driven by its focus on sustainable investments and consistent growth. However, attention should be paid to cash flow and liquidity issues.
View details
D
DSP Equity Savings Fund(M-IDCW Reinv)
The DSP Equity Savings Fund shows decent potential with consistent growth and profitability metrics, though some risks remain in governance and execution.
View details
D
DSP Equity Savings Fund(Q-IDCW Reinv)
The DSP Equity Savings Fund shows a decent potential for growth with manageable risks, making it a viable option for investors seeking moderate returns.
View details
D
DSP Equity Savings Fund(IDCW-Reinv)
The DSP Equity Savings Fund shows a decent potential for growth with manageable risks, but investors should be cautious about execution and liquidity issues.
View details
D
DSP Equity Savings Fund(Q-IDCW)
The DSP Equity Savings Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investments.
View details
D
DSP Equity Savings Fund(M-IDCW)
The DSP Equity Savings Fund shows moderate potential but faces challenges in growth consistency and profitability metrics. Investors should weigh these factors carefully.
View details
D
DSP Equity Savings Fund(IDCW)
The DSP Equity Savings Fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
View details
W
WOC Mid Cap Fund(IDCW)
The fund has a decent outlook with some growth potential, but risks remain in execution and profitability consistency.
View details
W
WOC Mid Cap Fund(IDCW Payout)
The fund shows potential for growth but carries risks that need to be monitored closely.
View details
K
Kotak Gilt Fund(Q-IDCW)
The Kotak Gilt Fund shows potential but is hindered by volatility in profits and some governance concerns. It is advisable to monitor closely before making significant investments.
View details
K
Kotak Gilt Fund(Q-IDCW Payout)
The Kotak Gilt Fund shows moderate potential with some strengths in growth and governance, but faces challenges in profitability and valuation metrics.
View details
F
Franklin India Large & Mid Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
F
Franklin India Large & Mid Cap Fund(IDCW Payout)
The fund shows decent potential with consistent growth and fair valuation, but some risks in governance and execution should be monitored.
View details
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
-
10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighStrong ROE and ROCE, with healthy cash flow relative to net profit.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
7BalanceHighStrong balance sheet with manageable debt levels.
-
6GovernanceGoodGood promoter holding with minimal pledging.
-
5DriversGoodSeveral growth catalysts identified, but execution risks remain.
-
5TechnicalsGoodMarket 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.