Kotak Low Duration Fund(IDCW Payout)
Ticker: mf14424
Decent
48/100
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K
Kotak Low Duration Fund(IDCW)
The Kotak Low Duration Fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.
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ICICI Pru Business Cycle Fund(IDCW-Payout)
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ICICI Pru Business Cycle Fund(IDCW)
The ICICI Pru Business Cycle Fund shows decent potential with consistent growth and profitability metrics, though some risks in valuation and execution should be monitored.
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Mirae Asset Liquid Fund(M-IDCW)
Mirae Asset Liquid Fund shows decent potential with stable growth and a strong balance sheet, but faces challenges in profitability and valuation metrics.
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Mirae Asset Liquid Fund(W-IDCW)
Mirae Asset Liquid Fund is a decent option for conservative investors seeking stability, but growth potential is limited.
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Mirae Asset Liquid Fund(DD-IDCW)
The fund shows decent stability and consistency but lacks strong growth drivers and market momentum.
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HSBC Value Fund(IDCW-Payout)
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HSBC Value Fund(IDCW)
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Aditya Birla SL Floating Rate Fund(W-IDCW)
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Aditya Birla SL Floating Rate Fund(DD-IDCW)
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Franklin India Small Cap Fund(IDCW)
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Franklin India Small Cap Fund(IDCW Payout)
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Canara Rob Flexi Cap Fund(IDCW)
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B
Bandhan Banking and PSU Fund(DD-IDCW)
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B
Bandhan Banking and PSU Fund(A-IDCW)
The fund shows decent potential but faces challenges in profitability and market competition.
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B
Bandhan Banking and PSU Fund(FN-IDCW)
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Business Overview
Kotak Low Duration Fund is a debt mutual fund designed for investors seeking stable returns with a moderate risk profile. Ideal for those looking to park their funds for a short to medium duration, this fund offers liquidity and potential for capital appreciation. It focuses on low-duration securities, making it less sensitive to interest rate fluctuations. With a strong track record and experienced management, this fund is a reliable choice for conservative investors aiming to balance growth and safety in their portfolio.
- Designed for short to medium-term investment horizons
- Focuses on low-duration debt securities
- Offers liquidity and potential capital appreciation
- Managed by experienced professionals
- Ideal for conservative investors seeking stability
- Aims to minimize interest rate sensitivity
Investment Thesis
Kotak Low Duration Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This fund offers a compelling investment opportunity for retail investors seeking stability and growth in a dynamic market.
- Backed by the reputable Kotak Mahindra Group, ensuring trust and reliability.
- Significant growth potential in digital services, enhancing operational efficiency.
- Valuation metrics indicate it is priced attractively compared to similar funds.
- Focused on low-duration investments, reducing interest rate risk for investors.
- Strong historical performance adds confidence for future returns.
Opportunity vs Risk
Opportunities
- Stable returns in low interest rate environment
- Potential tax benefits on dividends
- Diversification in fixed income portfolio
- Strong historical performance
- Experienced fund management team
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Market volatility affects NAV
- Liquidity risk in low duration funds
- Regulatory changes in mutual funds
📊 Stock Investment Checklist (100 Points)
Kotak Low Duration Fund(IDCW Payout) • Updated: 2025-10-01 22:20:04
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10BusinessHighThe fund operates in a stable sector with a clear investment model, but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent compared to net profit.
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10ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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8BalanceHighDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is strong, but there are some concerns about disclosures.
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8DriversHighGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Kotak Low Duration Fund shows decent potential with stable growth and manageable risks, but investors should be cautious due to some inconsistencies in cash flow and governance concerns.