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Kotak Income Plus Arbitrage Omni FOF(IDCW Payout)

Ticker: mf14871
Decent 66/100

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D
DSP Low Duration Fund(Q-IDCW Reinv)
Score 70/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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D
DSP Low Duration Fund(M-IDCW Reinv)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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D
DSP Low Duration Fund(W-IDCW)
Score 72/100 Decent
The DSP Low Duration Fund shows decent performance metrics but faces challenges in profitability consistency and valuation relative to peers.
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D
DSP Low Duration Fund(Q-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.
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D
DSP Low Duration Fund(M-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but attention should be paid to profitability and governance aspects.
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D
DSP Low Duration Fund(DD-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and governance concerns.
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K
Kotak Banking and PSU Debt Fund(M-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential but faces several challenges that could impact future performance.
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K
Kotak Banking and PSU Debt Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent potential but has several challenges that could impact future performance.
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U
Union Liquid Fund(M-IDCW)
Score 68/100 Decent
The Union Liquid Fund shows decent potential with stable growth and profitability metrics, though some execution risks remain.
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U
Union Liquid Fund(FN-IDCW Payout)
Score 63/100 Decent
The fund shows decent performance metrics but faces challenges in growth and profitability consistency.
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U
Union Liquid Fund(FN-IDCW Reinv)
Score 63/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
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U
Union Liquid Fund(DD-IDCW)
Score 48/100 Risky
The Union Liquid Fund presents a risky investment opportunity with moderate growth potential and concerns over profitability and valuation.
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U
Union Liquid Fund(M-IDCW Reinv)
Score 68/100 Decent
The fund shows decent performance metrics but lacks strong growth catalysts and faces some risks.
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U
Union Liquid Fund(W-IDCW)
Score 68/100 Decent
The Union Liquid Fund shows decent potential with stable growth and a strong balance sheet, but execution risks and average profitability metrics should be monitored.
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I
ICICI Pru Dividend Yield Equity Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a stable growth trajectory and sound financials, but investors should remain cautious of execution risks.
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I
ICICI Pru Dividend Yield Equity Fund(IDCW-Payout)
Score 56/100 Decent
The fund shows decent potential for growth with a stable balance sheet, but investors should be cautious of execution risks and valuation levels.
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Business Overview

Kotak Income Plus Arbitrage Omni FOF is a mutual fund designed for investors seeking stable returns through a balanced approach to equity and debt. This fund is ideal for risk-averse individuals looking to diversify their portfolio while benefiting from arbitrage opportunities in the market. It aims to provide regular income with the potential for capital appreciation, making it a suitable choice for both new and seasoned investors. With professional management and a focus on risk mitigation, it stands out as a reliable investment option.

  • Designed for risk-averse investors
  • Focuses on stable returns through equity and debt
  • Regular income with potential for capital appreciation
  • Professional management to mitigate risks
  • Ideal for portfolio diversification
  • Accessible for both new and seasoned investors

Investment Thesis

Kotak Income Plus Arbitrage Omni FOF stands out due to its strong promoter credibility, robust digital services growth, and attractive valuation compared to peers. With a focus on capital preservation and steady returns, this fund is well-positioned for Indian retail investors seeking stability in uncertain markets.

  • Strong backing from the reputable Kotak Mahindra Group enhances credibility.
  • Expanding digital services provide a significant growth runway.
  • Attractive valuation metrics compared to similar funds in the market.
  • Focus on arbitrage opportunities can mitigate risks and ensure steady returns.
  • Ideal for conservative investors looking for stable income generation.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversification through arbitrage strategies
  • Potential tax benefits on dividends
  • Access to professional fund management
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact performance
  • Liquidity risks in certain conditions
  • Management fees may reduce profits

Peer Perspective

Kotak Income Plus Arbitrage Omni FOF trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Kotak Income Plus Arbitrage Omni FOF(IDCW Payout) • Updated: 2025-10-01 03:40:20
  • 10
    Business
    High
    The fund operates in a stable sector with a clear model but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been moderate.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is not consistently higher than net profit.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, indicating fair pricing.
  • 8
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong with minimal pledging, but disclosures could be better.
  • 7
    Drivers
    High
    Growth drivers are present, but execution risks remain a concern.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution risks and liquidity issues.