Kotak NIFTY Midcap 50 Index Fund(IDCW)
Ticker: mf17545
Decent
68/100
☆ Add to Watchlist
More Options
G
Groww Banking & Financial Services Fund(IDCW)
The fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
View details
3
360 ONE Overnight Fund(IDCW Payout)
The fund shows decent potential with stable operations, but faces challenges in profitability and valuation metrics.
View details
3
360 ONE Overnight Fund(IDCW)
The fund shows decent potential but is facing challenges in profitability and valuation metrics.
View details
A
Axis Retirement Fund-Conservative Plan(IDCW)
The fund shows moderate potential but faces challenges in growth consistency and valuation metrics.
View details
A
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund(IDCW)
The fund presents a decent investment opportunity in a stable sector, but growth potential is limited and risks are present.
View details
H
HDFC FMP-Sr 47-1204D-Dec 2022(Q-IDCW)
The stock shows moderate potential but carries risks that may affect future performance.
View details
H
HDFC FMP-Sr 47-1204D-Dec 2022(IDCW)
The stock shows potential but is hindered by inconsistent growth and average profitability metrics.
View details
H
HSBC Global Equity Climate Change FoF(IDCW)
The fund is positioned in a promising sector with decent growth potential, but faces challenges in profitability and execution risks.
View details
N
Navi ELSS Tax Saver Fund(IDCW)
The Navi ELSS Tax Saver Fund shows decent potential with consistent growth and manageable risks, making it a viable option for investors.
View details
F
Franklin India Medium to Long Duration Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and profitability metrics. It is advisable to monitor closely before making significant investments.
View details
F
Franklin India Medium to Long Duration Fund(IDCW Payout)
The fund shows potential for moderate returns but comes with several risks that need to be monitored closely.
View details
D
DSP FMP 264-60M & 17D(IDCW)
The stock presents several risks with limited growth potential and inconsistent profitability, making it a risky investment at this time.
View details
G
Groww ELSS Tax Saver Fund(IDCW)
The Groww ELSS Tax Saver Fund shows decent potential with a solid growth trajectory, but investors should be cautious of execution risks and valuation concerns.
View details
A
Aditya Birla SL BSE 500 Momentum 50 Index Fund(IDCW)
The fund shows decent potential with a diversified approach, but faces challenges in profitability and valuation metrics.
View details
I
ITI Arbitrage Fund(IDCW)
The fund has potential but faces challenges in growth consistency and profitability metrics.
View details
G
Groww Nifty Non-Cyclical Consumer Index Fund(IDCW)
The fund operates in a stable sector with moderate growth potential, but faces challenges in profitability and valuation metrics.
View details
Business Overview
The Kotak NIFTY Midcap 50 Index Fund (IDCW) is a mutual fund designed to track the performance of the NIFTY Midcap 50 Index, which represents the top 50 mid-cap companies in India. This fund is ideal for investors seeking long-term capital appreciation through exposure to a diversified portfolio of mid-cap stocks. It matters because mid-cap companies often exhibit higher growth potential compared to large caps. By investing in this fund, you can tap into the growth story of India's emerging businesses.
- Tracks NIFTY Midcap 50 Index
- Focuses on mid-cap growth potential
- Diversified exposure to 50 mid-cap stocks
- Ideal for long-term investors
- Managed by experienced professionals
Investment Thesis
Kotak NIFTY Midcap 50 Index Fund(IDCW) 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 expanding midcap segment in India.
- Backed by the reputable Kotak Mahindra Group, ensuring strong governance.
- Digital services are rapidly expanding, providing a solid growth runway.
- Attractive valuation metrics compared to other midcap funds, enhancing return potential.
- Diversified exposure to high-growth midcap companies in India.
- Ideal for investors seeking long-term capital appreciation in a robust market.
Opportunity vs Risk
Opportunities
- Growing midcap sector potential
- Diversification in investment portfolio
- Long-term capital appreciation
- Low expense ratio
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility impact
- Midcap stocks' higher risk
- Economic downturn effects
- Liquidity concerns in midcaps
- Regulatory changes affecting performance
Peer Perspective
Kotak NIFTY Midcap 50 Index Fund trades at a slight premium compared to peers like SBI Nifty Midcap 150 and HDFC Midcap Opportunities. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Kotak NIFTY Midcap 50 Index Fund(IDCW) • Updated: 2025-10-01 06:33:23
-
10BusinessHighThe midcap sector shows potential for growth but lacks a strong moat.
-
10GrowthHighRevenue and profit growth have been consistent over the past few years.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is slightly below net profit.
-
8ValuationHighP/E and P/B ratios are higher than peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Kotak NIFTY Midcap 50 Index Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.