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Kotak Long Duration Fund(IDCW Payout)

Ticker: mf17147
Decent 48/100

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More Options

K
Kotak Long Duration Fund(IDCW)
Score 66/100 Decent
The Kotak Long 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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U
Union Equity Savings Fund(IDCW)
Score 66/100 Decent
The Union Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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U
Union Equity Savings Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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F
Franklin India G-Sec Fund(IDCW)
Score 48/100 Risky
The fund is stable but lacks growth potential, making it a risky investment in the current market environment.
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F
Franklin India G-Sec Fund(IDCW Payout)
Score 66/100 Decent
The fund is stable with decent returns but lacks significant growth potential. Suitable for conservative investors.
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N
Nippon India Nifty IT Index Fund(IDCW)
Score 56/100 Decent
The Nippon India Nifty IT Index Fund shows decent potential due to the overall strength of the IT sector, but caution is advised due to execution risks and valuation concerns.
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G
Groww Nifty EV & New Age Automotive ETF FOF(IDCW)
Score 48/100 Risky
The ETF presents a mixed outlook with potential in the EV sector but faces significant risks and challenges in execution and profitability.
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B
Bajaj Finserv Banking and PSU Fund(M-IDCW)
Score 68/100 Decent
Bajaj Finserv Banking and PSU Fund shows decent potential but faces several challenges that could impact future performance.
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B
Bajaj Finserv Banking and PSU Fund(IDCW)
Score 68/100 Decent
Bajaj Finserv Banking and PSU Fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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D
DSP World Mining Overseas Equity Omni FoF(IDCW)
Score 48/100 Risky
The fund shows potential but is hindered by growth inconsistencies and market risks.
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D
DSP World Mining Overseas Equity Omni FoF(IDCW Reinvest)
Score 48/100 Risky
The fund shows potential in a growing sector but faces significant risks and challenges that may impact performance.
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M
Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential in a growing sector, but faces challenges in profitability and valuation metrics.
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I
ICICI Pru Nifty50 Equal Weight Index Fund(IDCW)
Score 75/100 Decent
The ICICI Pru Nifty50 Equal Weight Index Fund is a decent investment option with a balanced approach to growth and risk, although some execution risks need to be monitored.
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I
ICICI Pru Nifty50 Equal Weight Index Fund(IDCW Payout)
Score 70/100 Decent
The fund presents a decent investment opportunity with a balanced approach to risk and growth potential.
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U
UTI Gilt Fund with 10 year Constant Duration(F-IDCW)
Score 70/100 Decent
UTI Gilt Fund is a decent investment option for conservative investors seeking stability, but it carries risks associated with interest rate movements.
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U
UTI Gilt Fund with 10 year Constant Duration(Q-IDCW)
Score 68/100 Decent
The UTI Gilt Fund shows decent stability and growth potential, but faces challenges in profitability and valuation compared to peers.
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Business Overview

Kotak Long Duration Fund is a strategic investment option designed for investors seeking stable returns over an extended period. This fund primarily invests in long-term debt and government securities, making it suitable for risk-averse individuals looking to preserve capital while earning attractive income. It matters because it offers a reliable avenue for wealth creation amidst market volatility, ensuring consistent payouts. With professional management and a focus on long-duration assets, this fund is ideal for those aiming for long-term financial goals.

  • Designed for long-term investors
  • Focuses on long-term debt and government securities
  • Offers regular income through IDCW payouts
  • Managed by experienced professionals
  • Helps in capital preservation and wealth creation
  • Suitable for risk-averse individuals

Investment Thesis

Kotak Long Duration Fund stands out due to its strong promoter credibility and robust digital service growth potential. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking long-term gains in a stable environment.

  • Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
  • Significant growth in digital services aligns with evolving market trends.
  • Attractive valuation metrics compared to industry peers offer a favorable entry point.
  • Consistent performance history reinforces reliability and trustworthiness.
  • Focus on long-duration assets positions the fund well for interest rate movements.

Opportunity vs Risk

Opportunities
  • Stable returns in long-term bonds
  • Potential for capital appreciation
  • Diversification in fixed income portfolio
  • Tax benefits on long-term investments
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Market volatility affects NAV
  • Liquidity concerns in long-duration funds

Peer Perspective

Kotak Long Duration Fund trades at a slight premium compared to peers like HDFC Long Duration Fund and ICICI Prudential Long Duration Fund. A rerating could occur with improved margin stability and consistent performance in interest rate environments.
📊 Stock Investment Checklist (100 Points)
Kotak Long Duration Fund(IDCW Payout) • Updated: 2025-10-01 22:19:46
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, but there are some concerns regarding disclosures.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain high.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The Kotak Long Duration Fund shows potential but faces several challenges that could impact its performance.