Kotak Nifty Smallcap 250 Index Fund
Ticker: mf13927
Decent
48/100
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Business Overview
The Kotak Nifty Smallcap 250 Index Fund is designed for investors seeking exposure to India's vibrant small-cap sector. This fund tracks the Nifty Smallcap 250 Index, offering a diversified portfolio of high-growth potential companies. Ideal for long-term investors, it aims to capitalize on the growth of emerging businesses in the Indian economy. With a focus on transparency and low costs, this fund is a smart choice for those looking to enhance their equity investments.
- Tracks the Nifty Smallcap 250 Index
- Diversified exposure to small-cap companies
- Ideal for long-term growth investors
- Focus on transparency and low costs
- Potential for higher returns in a growing economy
Investment Thesis
The Kotak Nifty Smallcap 250 Index Fund offers a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to capture the growth of small-cap companies in India.
- Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
- Digital services are on a robust growth trajectory, benefiting small-cap firms.
- Valuations are attractive relative to peers, presenting a favorable entry point.
- Diversification across 250 small-cap stocks mitigates risk while maximizing growth potential.
- Ideal for investors seeking exposure to the burgeoning small-cap segment.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification across multiple sectors
- Lower expense ratio compared to peers
- Access to emerging companies
- Long-term capital appreciation potential
Risks ⚠️
- Market volatility affecting small caps
- Limited liquidity in smaller stocks
- Economic downturn impact on performance
- Regulatory changes affecting fund operations
- Higher risk compared to large caps
📊 Stock Investment Checklist (100 Points)
Kotak Nifty Smallcap 250 Index Fund • Updated: 2025-09-29 13:56:59
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10BusinessHighThe smallcap sector has potential but faces volatility.
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10GrowthHighConsistent revenue growth observed, but profit margins fluctuate.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighP/E and P/B ratios are higher compared to peers.
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7BalanceHighModerate debt levels, but liquidity is a concern.
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9GovernanceHighPromoter holding is strong, but some pledging exists.
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6DriversGoodGrowth catalysts are present, but execution risks are high.
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5TechnicalsGoodMarket sentiment is mixed, with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but carries risks typical of smallcap investments. Caution is advised.