Kotak Nifty Financial Services Ex-Bank Index Fund
Ticker: mf13809
Decent
68/100
☆ Add to Watchlist
More Options
W
WOC ESG Best-In-Class Strategy Fund
The fund shows potential with a decent score, but faces challenges in profitability and execution risks.
View details
J
JioBlackRock Nifty Next 50 Index Fund
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious about valuation and governance aspects.
View details
S
SBI Nifty100 Low Volatility 30 Index Fund
The SBI Nifty100 Low Volatility 30 Index Fund presents a decent investment opportunity with stable returns but lacks significant growth potential.
View details
B
Bank of India Conservative Hybrid Fund
The Bank of India Conservative Hybrid Fund shows potential but faces challenges in growth consistency and market competition.
View details
Q
Quantum Multi Asset Active FoF
The fund shows decent potential with moderate growth prospects, but faces challenges in profitability and valuation metrics.
View details
S
SBI LT Advantage Fund-III
The fund shows decent potential with consistent growth, but faces challenges in governance and execution risks.
View details
Q
Quantum Ethical Fund
The Quantum Ethical Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
View details
N
Nippon India FMP-XLI-8-3654D
The stock presents several risks with limited growth potential and inconsistent financial performance.
View details
M
Mirae Asset Gold Silver Passive FoF
The Mirae Asset Gold Silver Passive FoF presents a decent investment opportunity, particularly for risk-averse investors looking for exposure to precious metals.
View details
I
ICICI Pru FMP-88-1303D-S
The stock shows moderate potential but is hindered by inconsistent growth and profitability metrics.
View details
N
Navi Nifty India Manufacturing Index Fund
The fund shows potential in the manufacturing sector but faces several challenges that could impact future performance.
View details
D
DSP US Specific Debt Passive FoF
The fund shows decent potential but faces challenges in profitability and growth consistency.
View details
B
Baroda BNP Paribas Nifty 50 Index Fund
The Baroda BNP Paribas Nifty 50 Index Fund is a decent investment option, reflecting stable growth and profitability metrics, but investors should be cautious of market volatility and execution risks.
View details
T
TRUSTMF Overnight Fund
The TRUSTMF Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
View details
B
Bank of India Midcap Tax Fund-Sr 1
The fund shows potential but is currently facing significant risks and inconsistencies in performance metrics.
View details
T
TRUSTMF FMP-SR-II
The stock shows potential but carries several risks that need to be monitored closely.
View details
Business Overview
The Kotak Nifty Financial Services Ex-Bank Index Fund is designed for investors looking to gain exposure to the financial services sector in India, excluding banks. It offers a diversified portfolio of non-banking financial companies, making it an ideal choice for those seeking long-term growth. This fund matters as it captures the potential of the rapidly evolving financial landscape, providing a balanced approach to investing in financial services.
- Targeted exposure to non-banking financial services
- Diversification reduces sector-specific risks
- Ideal for long-term growth investors
- Managed by experienced professionals
- Aligned with India's financial sector growth trajectory
Investment Thesis
The Kotak Nifty Financial Services Ex-Bank 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 the evolving financial landscape in India.
- Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
- Digital services are rapidly expanding, providing a robust growth runway.
- Attractive valuation metrics compared to industry peers suggest potential upside.
- Diversification benefits by excluding traditional banks while focusing on financial services.
- Aligned with India's financial inclusion and digital transformation trends.
Opportunity vs Risk
Opportunities
- Growing financial sector in India
- Diversification across financial services
- Potential for high long-term returns
- Low expense ratio compared to peers
Risks ⚠️
- Market volatility affecting performance
- Regulatory changes in financial sector
- Economic downturn impacts financials
- Limited historical performance data
📊 Stock Investment Checklist (100 Points)
Kotak Nifty Financial Services Ex-Bank Index Fund • Updated: 2025-09-29 14:58:16
-
10BusinessHighThe financial services sector is evolving with technology, but competition is intense.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
-
8ValuationHighP/E and P/B ratios are higher compared to peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are concerns about transparency.
-
5DriversGoodGrowth drivers exist, but execution risks are significant.
-
5TechnicalsGoodMarket sentiment is mixed with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.