Kotak Gold Fund(IDCW)
Ticker: mf15213
Decent
56/100
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K
Kotak Gold Fund(IDCW-Payout)
Kotak Gold Fund shows decent potential as a gold investment option, but investors should be cautious of market volatility and external economic factors.
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U
UTI Short Duration Fund(M-IDCW)
The fund shows moderate potential but is hindered by inconsistent growth and profitability metrics.
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U
UTI Short Duration Fund(A-IDCW)
The UTI Short Duration Fund shows a decent overall performance with stable growth prospects, though there are areas for improvement in profitability and liquidity.
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U
UTI Short Duration Fund(H-IDCW)
The UTI Short Duration Fund shows decent fundamentals but faces challenges in profitability and growth drivers. It is suitable for conservative investors.
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U
UTI Short Duration Fund(F-IDCW)
The UTI Short Duration Fund shows moderate potential but faces several challenges that could impact performance.
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U
UTI Short Duration Fund(Q-IDCW)
The UTI Short Duration Fund shows moderate potential but faces several challenges that could impact future performance.
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S
Sundaram Small Cap Fund(IDCW)
The Sundaram Small Cap Fund shows decent potential for growth, but investors should be cautious of market volatility and execution risks.
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I
ICICI Pru Bharat Consumption Fund(IDCW-Payout)
The fund shows decent potential with a strong positioning in the consumption sector, but investors should be cautious of execution risks.
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I
ICICI Pru Bharat Consumption Fund(IDCW)
The fund shows potential for growth in a favorable sector, but caution is advised due to valuation concerns and execution risks.
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I
ICICI Pru Regular Savings Fund(H-IDCW Payout)
The fund shows potential for moderate growth, but investors should be cautious of profitability pressures and market conditions.
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I
ICICI Pru Regular Savings Fund(Q-IDCW Payout)
The fund shows decent potential with stable growth and profitability, but valuation metrics and some governance concerns warrant caution.
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I
ICICI Pru Regular Savings Fund(M-IDCW Payout)
The fund shows decent potential with consistent growth and profitability metrics, but valuation and execution risks should be monitored.
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I
ICICI Pru Regular Savings Fund(Q-IDCW)
The fund shows moderate potential but lacks strong growth drivers and consistency in performance.
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I
ICICI Pru Regular Savings Fund(H-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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I
ICICI Pru Regular Savings Fund(M-IDCW)
The fund shows potential for moderate growth, but investors should be cautious of execution risks and market volatility.
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I
ICICI Pru Transportation and Logistics Fund(IDCW Payout)
The fund operates in a promising sector with decent growth prospects, but faces challenges in profitability and execution risks.
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Business Overview
Kotak Gold Fund (IDCW) is a mutual fund that invests primarily in gold and gold-related securities, making it an ideal choice for investors looking to diversify their portfolios with a safe-haven asset. This fund is designed for individuals seeking to hedge against inflation and economic uncertainties while enjoying potential capital appreciation. With a professional management team and a transparent investment approach, Kotak Gold Fund offers a reliable avenue for wealth creation through gold investment.
- Invests in gold and gold-related securities
- Ideal for portfolio diversification
- Hedges against inflation and economic uncertainties
- Managed by experienced professionals
- Transparent investment approach
- Potential for capital appreciation
Investment Thesis
Kotak Gold Fund stands out as a robust investment option due to its credible promoter group, significant growth in digital services, and attractive valuation compared to peers. This combination positions it well for long-term gains in the gold investment space.
- Strong backing from the reputable Kotak Mahindra Group enhances trust and stability.
- Digital services are rapidly expanding, catering to a tech-savvy investor base.
- Valuation metrics indicate an attractive entry point relative to industry peers.
- Gold remains a safe haven asset, especially in volatile markets, ensuring demand.
- The fund's performance track record demonstrates resilience and consistent returns.
Opportunity vs Risk
Opportunities
- Rising gold prices expected
- Hedge against inflation
- Diversification for portfolio
- Strong historical performance
Risks ⚠️
- Market volatility impacts returns
- Currency fluctuations affect gold
- High management fees
- Regulatory changes in gold sector
📊 Stock Investment Checklist (100 Points)
Kotak Gold Fund(IDCW) • Updated: 2025-10-01 03:39:48
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10BusinessHighGold funds benefit from a strong demand for gold as a safe-haven asset.
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10GrowthHighConsistent growth in gold prices historically supports revenue growth.
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10ProfitabilityHighModerate ROE and OCF, but net profit margins are stable.
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8ValuationHighValuation metrics are reasonable compared to peers in the gold fund space.
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7BalanceHighStrong liquidity position with low debt levels.
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6GovernanceGoodGood promoter holding, but some concerns about transparency.
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5DriversGoodGold price volatility poses risks, but demand remains strong.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 56 / 100
• Decent
Kotak Gold Fund shows decent potential due to its positioning in a future-ready sector, but investors should be cautious of market volatility.