Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund
Ticker: mf12817
Risky
48/100
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Business Overview
The Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund offers a unique investment opportunity for those looking to gain exposure to state development loans. Designed for risk-averse investors, this fund provides a balanced approach by equally weighting the top 12 SDLs, ensuring diversification and stability. As a long-term investment option, it aims to deliver consistent returns while minimizing volatility, making it an ideal choice for conservative portfolios.
- Diversified exposure to top 12 state development loans
- Equal weight strategy minimizes concentration risk
- Ideal for conservative, long-term investors
- Aims for stable returns with lower volatility
- Managed by a trusted financial institution
- Supports state-level infrastructure development
Opportunity vs Risk
Opportunities
- Diversified exposure to SDLs
- Potential for steady income
- Long-term capital appreciation
- Lower interest rate risk
- Tax benefits on long-term investment
Risks ⚠️
- Interest rate fluctuations
- Credit risk of state governments
- Market volatility impacts
- Liquidity concerns in SDLs
- Regulatory changes affecting funds
Peer Perspective
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund trades at a slight premium compared to peers like HDFC and ICICI funds. A rerating could occur with improved margin stability and consistent yield performance.
📊 Stock Investment Checklist (100 Points)
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund • Updated: 2025-09-29 13:56:16
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10BusinessHighThe fund is invested in a sector that is relatively stable but lacks significant growth drivers.
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10GrowthHighThe revenue and profit growth have been inconsistent due to market fluctuations.
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9ProfitabilityHighROE and ROCE are average, with OCF not consistently outperforming net profit.
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8ValuationHighValuation metrics are in line with peers but do not indicate strong upside potential.
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7BalanceHighThe balance sheet shows moderate debt levels and adequate liquidity.
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6GovernanceGoodPromoter holding is reasonable, but there are some concerns regarding disclosures.
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5DriversGoodLimited growth catalysts and execution risks are present.
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1TechnicalsLowMarket sentiment is weak with low liquidity and poor price action.
Final Score & Verdict
Score 48 / 100
• Risky
The fund presents several risks with limited growth potential and inconsistent performance metrics, making it a risky investment at this time.