Kotak Nifty Midcap 150 Index Fund

Ticker: mf14017
Decent 68/100

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Business Overview

The Kotak Nifty Midcap 150 Index Fund is a mutual fund that aims to replicate the performance of the Nifty Midcap 150 Index, providing investors with exposure to a diversified portfolio of mid-cap stocks in India. Ideal for those looking to diversify their investments and capture the growth potential of mid-sized companies, this fund is suitable for long-term investors seeking capital appreciation. It matters because it offers a balanced risk-return profile while tapping into the dynamic mid-cap segment of the Indian market.

  • Diversified exposure to mid-cap stocks
  • Ideal for long-term capital appreciation
  • Replicates Nifty Midcap 150 Index performance
  • Suitable for risk-aware investors
  • Managed by experienced professionals

Investment Thesis

The Kotak Nifty Midcap 150 Index Fund stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking exposure to midcap growth.

  • Strong backing from the reputable Kotak Mahindra Group enhances trust.
  • Digital services are poised for exponential growth, driving future returns.
  • Valuations remain attractive compared to industry peers, offering a margin of safety.
  • Diversified exposure to midcap companies mitigates risk while maximizing potential.
  • Ideal for investors looking to capitalize on India's midcap growth story.

Opportunity vs Risk

Opportunities
  • Diversification across midcap stocks
  • Potential for high growth returns
  • Lower expense ratio compared to peers
  • Exposure to emerging market leaders
Risks ⚠️
  • Market volatility may impact returns
  • Midcap stocks can be more volatile
  • Economic downturns affect performance
  • Liquidity risks in smaller stocks

Peer Perspective

Kotak Nifty Midcap 150 Index Fund trades at a slight premium compared to peers like Nippon India and SBI Mutual Fund. A rerating could occur with consistent growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Kotak Nifty Midcap 150 Index Fund • Updated: 2025-09-29 14:58:45
  • 10
    Business
    High
    The midcap sector has potential but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed in the midcap segment.
  • 10
    Profitability
    High
    Moderate ROE and ROCE, cash flow is stable.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers.
  • 7
    Balance
    High
    Debt levels are manageable, liquidity is adequate.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns on disclosures.
  • 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 fund shows decent potential with stable growth and profitability metrics, but faces some risks in execution and competition.


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