Portfolio Alerts Watch List Cart

Kotak Nifty Financial Services Ex-Bank Index Fund(IDCW)

Ticker: mf17483
Decent 68/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

K
Kotak Nifty Financial Services Ex-Bank Index Fund(IDCW Payout)
Score 68/100 Decent
The fund shows potential in a growing sector but carries risks related to valuation and execution. Caution is advised for new investments.
View details
S
SBI Nifty100 Low Volatility 30 Index Fund(IDCW Payout)
Score 68/100 Decent
The SBI Nifty100 Low Volatility 30 Index Fund offers a stable investment option with moderate growth potential, suitable for risk-averse investors.
View details
S
SBI Nifty100 Low Volatility 30 Index Fund(IDCW)
Score 48/100 Decent
The SBI Nifty100 Low Volatility 30 Index Fund presents a decent investment option for conservative investors seeking stability, but it lacks significant growth potential.
View details
B
Bank of India Conservative Hybrid Fund(A-IDCW)
Score 68/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
View details
B
Bank of India Conservative Hybrid Fund(Q-IDCW)
Score 68/100 Decent
The fund shows potential for moderate returns but is subject to sector-specific risks and execution challenges.
View details
B
Bank of India Conservative Hybrid Fund(M-IDCW)
Score 48/100 Risky
The Bank of India Conservative Hybrid Fund presents several risks with limited growth prospects and profitability concerns, making it a risky investment choice.
View details
S
SBI LT Advantage Fund-III-(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and valuation metrics.
View details
M
Mirae Asset Gold Silver Passive FoF(IDCW)
Score 70/100 Decent
The fund has a decent score reflecting its potential in a volatile market, but investors should be cautious of market fluctuations.
View details
N
Nippon India FMP-XLI-8-3654D(IDCW)
Score 68/100 Decent
The stock shows potential but requires careful monitoring due to inconsistent growth and profitability metrics.
View details
I
ICICI Pru FMP-88-1303D-S(IDCW)
Score 63/100 Decent
The stock presents a decent investment opportunity, but caution is advised due to inconsistent growth and moderate risks.
View details
B
Bank of India Midcap Tax Fund-Sr 1(IDCW)
Score 66/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious due to external pressures and execution challenges.
View details
D
DSP US Specific Debt Passive FoF(IDCW Reinvest)
Score 63/100 Decent
The fund is a decent option for conservative investors seeking exposure to US debt, but growth potential is limited.
View details
D
DSP US Specific Debt Passive FoF(IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth potential and market sentiment, making it a risky investment.
View details
T
TRUSTMF Overnight Fund(DD-IDCW)
Score 63/100 Decent
The fund shows potential for steady returns but lacks strong growth drivers and competitive advantages.
View details
J
JM Dynamic Bond Fund(M-IDCW)
Score 66/100 Decent
The JM Dynamic Bond Fund shows decent potential with stable growth and a strong balance sheet, but faces challenges in profitability and valuation metrics.
View details
J
JM Dynamic Bond Fund(W-IDCW)
Score 68/100 Decent
The JM Dynamic Bond Fund presents a decent investment opportunity with stable fundamentals, but growth potential is limited and market sentiment is weak.
View details

Business Overview

The Kotak Nifty Financial Services Ex-Bank Index Fund (IDCW) is a passive investment option that tracks the performance of the Nifty Financial Services Index, excluding banking stocks. This fund is ideal for investors looking to diversify their portfolio within the financial services sector while minimizing exposure to banks. It matters as it offers a balanced approach to investing in high-growth financial services companies, ensuring potential capital appreciation. With low expense ratios and a transparent investment strategy, this fund is designed to empower investors seeking long-term wealth creation.

  • Tracks Nifty Financial Services Index (ex-banks)
  • Ideal for diversifying financial sector investments
  • Focus on high-growth financial services companies
  • Low expense ratios for cost-effective investing
  • Transparent investment strategy for informed decisions

Investment Thesis

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 allows investors to tap into the booming financial services sector while mitigating risks associated with individual banking stocks.

  • Backed by the reputable Kotak Mahindra Group, ensuring strong governance and stability.
  • Digital services are rapidly expanding, providing a robust growth trajectory for financial firms.
  • Attractive valuation metrics compared to peer funds, offering potential for higher returns.
  • Diversification benefits by excluding traditional banks, focusing on non-banking financial entities.
  • Exposure to a well-rounded portfolio of financial services, enhancing risk-adjusted returns.

Opportunity vs Risk

Opportunities
  • Diversified exposure to financial sector
  • Potential for high long-term returns
  • Growing demand for financial services
  • Benefit from economic recovery
  • Low expense ratio compared to peers
Risks ⚠️
  • Market volatility affecting performance
  • Regulatory changes impacting sector
  • Interest rate fluctuations
  • Economic downturn risks
  • Concentration in specific financial stocks
📊 Stock Investment Checklist (100 Points)
Kotak Nifty Financial Services Ex-Bank Index Fund(IDCW) • Updated: 2025-10-01 06:28:13
  • 10
    Business
    High
    The financial services sector is evolving with digital transformation, but competition is intense.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow has been inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.