Kotak Medium Term Fund(IDCW)
Ticker: mf15624
Decent
68/100
☆ Add to Watchlist
More Options
E
Edelweiss Business Cycle Fund(IDCW)
The Edelweiss Business Cycle Fund shows potential for growth in a recovering economy, but faces challenges in profitability and execution risks.
View details
S
Sundaram Business Cycle Fund(IDCW)
The fund shows potential for growth, but investors should be cautious of valuation and execution risks.
View details
T
Tata Focused Fund(IDCW Payout)
The Tata Focused Fund shows potential for growth but carries certain risks that investors should consider.
View details
T
Tata Focused Fund(IDCW)
The Tata Focused Fund shows decent potential with consistent growth metrics, but faces challenges in valuation and execution risks.
View details
M
Mirae Asset Ultra Short Duration Fund(IDCW)
The Mirae Asset Ultra Short Duration Fund is positioned well within its sector, showing decent growth and profitability metrics, though it faces some risks related to governance and market sentiment.
View details
T
Tata India Innovation Fund(IDCW Payout)
The Tata India Innovation Fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
View details
T
Tata India Innovation Fund(IDCW)
The Tata India Innovation Fund shows potential with a decent score, indicating a balanced risk-reward scenario for investors.
View details
S
SBI Nifty Next 50 Index Fund(IDCW Payout)
The SBI Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth potential, though some risks remain.
View details
S
SBI Nifty Next 50 Index Fund(IDCW)
The SBI Nifty Next 50 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of execution risks and governance issues.
View details
A
Aditya Birla SL Business Cycle Fund(IDCW)
The fund has a decent outlook but faces challenges in growth consistency and execution risks.
View details
B
Bandhan Innovation Fund(IDCW Reinvest)
The fund shows potential with decent growth prospects, but some risks and valuation concerns exist.
View details
B
Bandhan Innovation Fund(IDCW)
The Bandhan Innovation Fund shows potential with a decent score, indicating a balanced risk-reward profile, but investors should be cautious of execution risks and valuation levels.
View details
D
DSP Overnight Fund(DD-IDCW)
The DSP Overnight Fund shows several weaknesses in growth and profitability metrics, indicating a risky investment at this time.
View details
I
ICICI Pru MNC Fund(IDCW-Payout)
The ICICI Pru MNC Fund shows decent potential with a focus on strong multinational companies, though some valuation concerns and execution risks should be monitored.
View details
I
ICICI Pru MNC Fund(IDCW)
The ICICI Pru MNC Fund shows decent potential with a focus on multinational companies, but investors should be cautious of valuation and execution risks.
View details
B
Bandhan Nifty100 Low Volatility 30 Index Fund(IDCW Reinvest)
The Bandhan Nifty100 Low Volatility 30 Index Fund presents a decent investment opportunity with stable growth potential, but investors should be cautious of valuation and execution risks.
View details
Business Overview
Kotak Medium Term Fund (IDCW) is a dynamic investment solution designed for individuals seeking moderate risk with potential for stable returns over a medium-term horizon. Ideal for conservative investors looking to balance growth and safety, this fund focuses on fixed-income securities while maintaining liquidity. Its strategic asset allocation aims to optimize returns while managing volatility, making it a suitable choice for wealth accumulation and financial planning.
- Moderate risk profile for balanced growth
- Focus on fixed-income securities
- Ideal for medium-term investment goals
- Liquidity for easy access to funds
- Managed by experienced professionals
- Aims for stable returns with lower volatility
Investment Thesis
Kotak Medium Term Fund stands out due to its robust promoter credibility, innovative digital services, and attractive valuation compared to peers. With a strong track record and a focus on growth, this fund is well-positioned to deliver consistent returns for 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, catering to evolving investor needs.
- Valuation metrics indicate an attractive entry point compared to similar funds.
- Consistent historical performance highlights the fund's resilience and management quality.
- Focus on medium-term investments aligns well with current market conditions.
Opportunity vs Risk
Opportunities
- Stable returns in medium term
- Diversified investment portfolio
- Strong fund management team
- Potential for capital appreciation
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Credit risk in bond holdings
- Liquidity concerns in downturns
📊 Stock Investment Checklist (100 Points)
Kotak Medium Term Fund(IDCW) • Updated: 2025-10-01 22:20:46
-
10BusinessHighThe fund operates in a stable sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, indicating good profitability.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
6BalanceGoodDebt levels are manageable with adequate liquidity.
-
7GovernanceHighPromoter holding is strong with minimal pledging.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Kotak Medium Term Fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.