Kotak Multi Asset Allocation Fund(IDCW)
Ticker: mf14679
Decent
68/100
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S
SBI Banking & Financial Services Fund(IDCW-Payout)
The fund shows decent potential but faces challenges in profitability and valuation compared to peers.
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S
SBI Banking & Financial Services Fund(IDCW)
The SBI Banking & Financial Services Fund shows potential for growth but faces challenges in profitability and valuation. Investors should be cautious.
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B
Bandhan Arbitrage Fund(M-IDCW Reinv)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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B
Bandhan Arbitrage Fund(A-IDCW)Reinvest Exch
The fund shows potential but is currently facing significant risks and inconsistencies in performance, making it a risky investment.
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B
Bandhan Arbitrage Fund(A-IDCW)
The Bandhan Arbitrage Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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B
Bandhan Arbitrage Fund(M-IDCW)
The Bandhan Arbitrage Fund shows several weaknesses in growth and profitability, with limited upside potential. Caution is advised for potential investors.
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N
Nippon India Pharma Fund(IDCW)
The Nippon India Pharma Fund shows potential for growth but is facing challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
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T
Tata Value Fund(Div Trig Opt A-5%)Pay
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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T
Tata Value Fund(Div Trig Opt B-10%)Pay
..
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T
Tata Value Fund(Div Trig Opt A-5%)
The Tata Value Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.
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T
Tata Value Fund(Div Trig Opt B-10%)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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A
Axis Multicap Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and market sentiment.
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Q
Quant Mid Cap Fund(IDCW)
The fund shows potential for moderate growth but carries certain risks that need to be monitored closely.
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N
Nippon India Floater Fund(IDCW)
The Nippon India Floater Fund shows moderate potential but faces challenges in growth and profitability.
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N
Nippon India Floater Fund(Q-IDCW)
The Nippon India Floater Fund shows decent potential but is not without its risks. Investors should be cautious and consider the volatility in profit margins and cash flow.
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N
Nippon India Floater Fund(W-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks that need to be monitored.
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Business Overview
The Kotak Multi Asset Allocation Fund (IDCW) is a dynamic investment solution designed to cater to diverse financial goals. It invests across equity, debt, and gold, providing a balanced approach to wealth creation. Ideal for investors seeking a mix of growth and stability, this fund adapts to market conditions, ensuring optimal asset allocation. With a professional management team and a focus on long-term returns, it stands out as a reliable choice for both new and seasoned investors.
- Diversified investment across multiple asset classes
- Ideal for risk-averse and growth-oriented investors
- Professional management for optimal returns
- Adapts to changing market conditions
- Focus on long-term wealth creation
Investment Thesis
Kotak Multi Asset Allocation Fund stands out due to its strong promoter credibility and robust digital services growth. With a diversified investment strategy and attractive valuation compared to peers, it offers a compelling opportunity for investors seeking stability and growth in their portfolios.
- Strong backing from the reputable Kotak Mahindra Group enhances trust.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers indicate potential upside.
- Diversified asset allocation mitigates risk while aiming for consistent returns.
- Proven track record of performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady income generation
- Hedge against market volatility
- Professional fund management expertise
Risks ⚠️
- Market fluctuations impact returns
- Interest rate changes affect bond prices
- Management fees can reduce profits
- Limited historical performance data
📊 Stock Investment Checklist (100 Points)
Kotak Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 15:04:24
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10BusinessHighThe fund operates in a diversified sector with a clear investment model, but faces competition.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry average, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers, but not particularly attractive.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Kotak Multi Asset Allocation Fund shows decent potential with consistent growth and profitability metrics, but faces some risks in execution and governance.