Kotak Gilt Fund-PF&Trust
Ticker: mf12746
Decent
68/100
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K
Kotak Gilt Fund
Kotak Gilt Fund shows decent potential with stable growth and a solid balance sheet, but faces some risks in governance and market execution.
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F
Franklin India Large & Mid Cap Fund
The Franklin India Large & Mid Cap Fund shows a decent investment potential with consistent growth and profitability metrics, though some risks remain.
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K
Kotak US Specific Equity Passive FOF
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
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K
Kotak Gold Fund
Kotak Gold Fund presents a decent investment opportunity, leveraging the historical stability of gold as an asset class, though investors should be cautious of market volatility.
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A
Axis Balanced Advantage Fund
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D
DSP Dynamic Asset Allocation Fund
The DSP Dynamic Asset Allocation Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and valuation levels.
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M
Mirae Asset Money Market Fund
The Mirae Asset Money Market Fund shows decent potential with stable growth and manageable risks, but lacks a strong competitive edge and faces execution challenges.
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T
Tata ST Bond Fund
The Tata ST Bond Fund shows decent potential but has several areas of concern that need to be addressed for stronger performance.
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N
Nippon India Gold Savings Fund
The Nippon India Gold Savings Fund shows decent potential with consistent growth and a stable business model, but faces challenges in execution and competition.
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Navi Nifty 50 Index Fund
The Navi Nifty 50 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, driven by the performance of its underlying index constituents.
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W
WOC Multi Asset Allocation Fund
The WOC Multi Asset Allocation Fund shows decent potential for growth with manageable risks, making it a viable option for investors.
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M
Motilal Oswal Nifty India Defence Index Fund
The fund is well-positioned in a growing sector with solid fundamentals, but investors should be cautious of market volatility.
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T
Tata Flexi Cap Fund
The Tata Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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S
Sundaram Large Cap Fund
The Sundaram Large Cap Fund shows decent potential with a strong growth trajectory and solid fundamentals, but investors should remain cautious of execution risks.
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A
Aditya Birla SL Banking & Financial Services Fund
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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H
HSBC Overnight Fund
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Business Overview
Kotak Gilt Fund-PF&Trust is a specialized debt mutual fund designed for institutional investors and trusts seeking stable returns through government securities. This fund primarily invests in high-quality bonds issued by the Indian government, ensuring safety and liquidity. It matters because it offers a reliable avenue for preserving capital while generating moderate income. With a focus on risk management and regulatory compliance, this fund is ideal for conservative investors looking to diversify their portfolios.
- Invests primarily in government securities
- Ideal for trusts and institutional investors
- Focus on capital preservation and moderate income
- Strong risk management practices
- Regulatory compliance ensures investor protection
Investment Thesis
Kotak Gilt Fund-PF&Trust stands out due to its strong promoter credibility, positioning it as a trustworthy investment. The fund is well-placed to capitalize on the growing digital services sector, enhancing its growth potential. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stable returns.
- Strong backing from the reputable Kotak Mahindra Group.
- Significant growth potential in digital services and fintech.
- Attractive valuation metrics compared to industry peers.
- Focus on safety and stability in fixed-income investments.
- Consistent performance history instills investor confidence.
Peer Perspective
Kotak Gilt Fund-PF&Trust trades at a slight premium compared to peers like HDFC Gilt Fund and ICICI Gilt Fund. A rerating could occur with improved yield stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Kotak Gilt Fund-PF&Trust • Updated: 2025-09-29 13:53:27
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but some concerns about disclosures.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Kotak Gilt Fund-PF&Trust shows decent potential but carries some risks that need to be monitored closely.