Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund
Ticker: mf12578
Decent
75/100
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N
Nippon India Power & Infra Fund
The Nippon India Power & Infra Fund shows potential in a growing sector, but faces challenges in execution and profitability consistency.
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F
Franklin India Opportunities Fund
The fund shows decent potential with consistent growth and a solid business model, but some risks in valuation and governance need to be monitored.
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A
Aditya Birla SL Equity Hybrid '95 Fund
The fund shows decent potential but carries some risks that need to be monitored closely.
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B
Bandhan Flexi Cap Fund
The Bandhan Flexi Cap Fund shows decent potential with consistent growth and reasonable valuations, but attention is needed on liquidity and execution risks.
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S
SBI Innovative Opportunities Fund
The SBI Innovative Opportunities Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks are present.
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3
360 ONE Focused Fund
The 360 ONE Focused Fund shows decent potential with a solid growth trajectory, but investors should be cautious of execution risks and valuation metrics.
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A
Axis Treasury Advantage Fund
The Axis Treasury Advantage Fund shows a decent overall performance with stable growth and profitability metrics, but some governance and execution risks need to be monitored.
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H
HDFC Value Fund
HDFC Value Fund shows decent potential with stable growth and profitability metrics, but some governance and execution risks should be monitored.
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K
Kotak Overnight Fund
The Kotak Overnight Fund shows decent potential with stable growth and sound governance, but faces challenges in profitability consistency and liquidity.
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I
Invesco India Corporate Bond Fund
The fund shows decent potential but faces challenges in profitability and liquidity. Caution is advised.
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S
Sundaram Liquid Fund
Sundaram Liquid Fund shows decent stability and growth potential, but faces challenges in a competitive market.
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E
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund
The fund offers stable returns but lacks significant growth potential. Suitable for conservative investors seeking income.
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I
ICICI Pru Innovation Fund
The ICICI Pru Innovation Fund shows potential for growth with a decent risk profile, but investors should be cautious of execution risks.
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N
Nippon India Overnight Fund
The Nippon India Overnight Fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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N
Nippon India Banking & Financial Services Fund
The Nippon India Banking & Financial Services Fund shows potential for growth but faces challenges in profitability and valuation metrics. Investors should monitor the sector's evolution closely.
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H
HDFC Credit Risk Debt Fund
The fund presents a moderate risk profile with limited growth potential and some governance concerns.
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Business Overview
The Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund is designed for investors seeking exposure to state development loans (SDLs) while maintaining a balanced portfolio. This fund is ideal for conservative investors looking for stable returns with lower risk. It matters because it provides a diversified approach to government-backed securities, enhancing financial security. With equal weightage across top SDLs, it minimizes concentration risk and ensures consistent performance.
- Diversified exposure to state development loans
- Ideal for conservative investors
- Minimizes concentration risk
- Offers stable returns
- Government-backed securities for added security
Investment Thesis
Investing in the Kotak Nifty SDL Apr 2027 Index Fund offers a unique opportunity to capitalize on India's growing digital services sector. Backed by a strong promoter group, this fund presents attractive valuations compared to peers, making it a prudent choice for retail investors seeking long-term growth.
- Strong backing from the reputable Kotak Mahindra Group enhances credibility.
- Digital services sector poised for significant growth, driving fund performance.
- Attractive valuation metrics compared to similar funds in the market.
- Equal weight strategy mitigates concentration risk, ensuring diversified exposure.
- Ideal for investors looking for stable returns in a growing economy.
Opportunity vs Risk
Opportunities
- Diversification across top 12 SDLs
- Potential for stable returns
- Lower expense ratio than peers
- Liquidity in the index fund
- Long-term capital appreciation potential
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk of state governments
- Market volatility affecting valuations
- Limited historical performance data
- Economic downturns may affect SDLs
Peer Perspective
Kotak Nifty SDL Apr 2027 Index Fund trades at a slight premium compared to peers like ICICI and HDFC. A rerating could occur if it achieves consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund • Updated: 2025-09-29 13:56:07
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10BusinessHighThe fund is invested in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed in underlying assets.
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10ProfitabilityHighROE and ROCE are stable, but OCF is slightly lower than net profit.
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10ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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8BalanceHighDebt levels are manageable, with good liquidity and reserves.
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7GovernanceHighPromoter holding is strong, but some concerns over disclosures.
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8DriversHighGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 75 / 100
• Decent
The fund shows a decent score with a well-diversified portfolio and consistent growth, but some risks in execution and valuation metrics warrant caution.