Kotak Nifty 200 Quality 30 Index Fund(IDCW)

Ticker: mf17801
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

The Kotak Nifty 200 Quality 30 Index Fund (IDCW) is an innovative mutual fund that aims to provide investors with exposure to high-quality companies listed in the Nifty 200 index. It is designed for those seeking long-term capital appreciation while benefiting from a diversified portfolio. This fund focuses on quality stocks, making it suitable for risk-averse investors looking for stability and growth. With a systematic investment approach, it stands out as a reliable choice for wealth creation in the Indian equity market.

  • Invests in top-quality companies from the Nifty 200 index
  • Ideal for long-term investors seeking capital growth
  • Diversifies risk across multiple sectors
  • Managed by experienced professionals
  • Aligns with India's economic growth trajectory

Investment Thesis

Kotak Nifty 200 Quality 30 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's evolving market landscape.

  • Managed by Kotak Mahindra, a reputable financial institution with a strong track record.
  • Focus on quality stocks ensures resilience and growth in volatile markets.
  • Digital services are rapidly expanding, providing a robust growth runway.
  • Valuation metrics are favorable compared to similar funds, enhancing return potential.
  • Diversified exposure to top-quality companies mitigates risk while maximizing gains.

Opportunity vs Risk

Opportunities
  • Diversified exposure to quality stocks
  • Potential for long-term capital appreciation
  • Lower expense ratio than active funds
  • Tax benefits on long-term investments
Risks ⚠️
  • Market volatility affecting returns
  • Limited historical performance data
  • Management fees may erode gains
  • Concentration in specific sectors

Peer Perspective

Kotak Nifty 200 Quality 30 Index Fund is currently trading at a slight premium compared to peers like SBI Nifty Index Fund and HDFC Nifty 50 Index Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Kotak Nifty 200 Quality 30 Index Fund(IDCW) • Updated: 2025-10-01 03:43:14
  • 10
    Business
    High
    The fund is invested in quality companies with strong business models.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in underlying companies.
  • 10
    Profitability
    High
    Strong ROE and OCF relative to net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Healthy balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Good promoter holding with minimal pledging.
  • 5
    Drivers
    Good
    Growth drivers are present but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak Nifty 200 Quality 30 Index Fund presents a decent investment opportunity with a focus on quality companies, though some execution risks remain.