Kotak Nifty Smallcap 50 Index Fund

Ticker: mf13652
Decent 66/100

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Business Overview

The Kotak Nifty Smallcap 50 Index Fund is designed for investors seeking exposure to India's rapidly growing small-cap segment. By tracking the Nifty Smallcap 50 Index, it offers a diversified portfolio of promising small-cap companies, making it an ideal choice for those looking to capitalize on the potential of emerging businesses. This fund is perfect for long-term investors aiming for capital appreciation and portfolio diversification.

  • Tracks the Nifty Smallcap 50 Index
  • Focuses on high-growth small-cap companies
  • Ideal for long-term capital appreciation
  • Offers diversification in investment portfolios
  • Managed by a trusted financial institution

Opportunity vs Risk

Opportunities
  • Exposure to smallcap growth potential
  • Diversification in smallcap segment
  • Long-term capital appreciation
  • Lower expense ratio than peers
Risks ⚠️
  • Market volatility in smallcaps
  • Liquidity concerns in smallcap stocks
  • Higher risk compared to largecaps
  • Economic downturn impact on smallcaps
📊 Stock Investment Checklist (100 Points)
Kotak Nifty Smallcap 50 Index Fund • Updated: 2025-09-29 13:57:09
  • 10
    Business
    High
    The fund focuses on smallcap stocks which are in a growth phase, but the sector lacks a clear moat.
  • 10
    Growth
    High
    The fund has shown consistent revenue growth, but profit growth is more volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are higher than peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The fund maintains a reasonable debt/equity ratio, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are some concerns regarding pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant in smallcap investments.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with low liquidity affecting price action.
Final Score & Verdict
Score 66 / 100 • Decent
The Kotak Nifty Smallcap 50 Index Fund shows potential for growth but carries risks associated with smallcap volatility and valuation concerns.


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