Kotak Multi Asset Allocation Fund

Ticker: mf12558
Decent 68/100

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Business Overview

The Kotak Multi Asset Allocation Fund is a diversified investment solution designed for investors seeking a balanced approach to wealth creation. By investing across multiple asset classes such as equity, debt, and gold, this fund aims to optimize returns while managing risk effectively. It is ideal for those looking for a long-term investment strategy that adjusts automatically based on market conditions. This fund matters because it provides a systematic way to achieve financial goals while ensuring stability in volatile markets.

  • Diversified investment across equity, debt, and gold.
  • Automatic rebalancing based on market conditions.
  • Ideal for long-term wealth creation.
  • Designed for risk management and stability.
  • Suitable for both new and experienced investors.

Investment Thesis

Kotak Multi Asset Allocation Fund stands out due to its robust promoter credibility, promising growth in digital services, and attractive valuation compared to peers. This makes it a compelling choice for investors seeking stability and growth in a diversified investment vehicle.

  • Strong backing from the reputable Kotak Mahindra Group enhances trust.
  • Digital services expansion positions the fund for future growth.
  • Valuation metrics are favorable when compared to industry peers.
  • Diversification across asset classes mitigates risk and enhances returns.
  • Consistent performance history reinforces investor confidence.

Opportunity vs Risk

Opportunities
  • Diversified asset allocation strategy
  • Potential for steady returns
  • Inflation hedge through multiple assets
  • Access to professional fund management
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Economic downturns affect performance
  • Management fees may reduce gains
📊 Stock Investment Checklist (100 Points)
Kotak Multi Asset Allocation Fund • Updated: 2025-09-29 14:56:20
  • 10
    Business
    High
    The fund operates in a diversified asset allocation space, which is future-ready.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the last few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with low debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable with good disclosure practices.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak Multi Asset Allocation Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.


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