Kotak Small Cap Fund(IDCW)
Ticker: mf14314
Decent
66/100
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K
Kotak Balanced Advantage Fund(IDCW)
The Kotak Balanced Advantage Fund shows decent potential with consistent growth and strong governance, but faces challenges in execution and liquidity.
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K
Kotak Balanced Advantage Fund(IDCW-Payout)
The Kotak Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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I
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout)
The fund shows decent potential with stable growth and manageable risks, but attention is needed on liquidity and execution aspects.
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I
ICICI Pru Ultra Short Term Fund Fund(Q-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment option.
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I
ICICI Pru Ultra Short Term Fund Fund(M-IDCW Payout)
The fund shows decent potential with moderate growth and profitability metrics, but faces some risks that need to be monitored.
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I
ICICI Pru Ultra Short Term Fund Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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I
ICICI Pru Ultra Short Term Fund Fund(DD-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and market sentiment.
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I
ICICI Pru Ultra Short Term Fund Fund(Q-IDCW)
The fund shows decent potential with stable growth, but investors should be cautious of valuation and execution risks.
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I
ICICI Pru Ultra Short Term Fund Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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M
Mirae Asset Midcap Fund(IDCW)
The Mirae Asset Midcap Fund shows decent potential with some growth opportunities, but risks remain in execution and profitability consistency.
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D
DSP Small Cap Fund(IDCW)
The DSP Small Cap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
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D
DSP Small Cap Fund(IDCW-Reinv)
The fund faces several challenges in terms of growth consistency and profitability, making it a risky investment at this time.
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H
HDFC ELSS Tax saver(IDCW-Reinv)
HDFC ELSS Tax Saver is a strong investment option with solid fundamentals and growth potential.
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H
HDFC ELSS Tax saver(IDCW)
HDFC ELSS Tax Saver is a decent investment option with solid fundamentals and growth potential, though some risks remain.
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D
DSP ELSS Tax Saver Fund(IDCW)
The fund shows potential for growth with a decent risk profile, but investors should remain cautious of market volatility.
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D
DSP ELSS Tax Saver Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to market sentiment.
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Business Overview
Kotak Small Cap Fund (IDCW) is designed for investors seeking high growth potential by investing in small-cap stocks. This fund is ideal for those looking to diversify their portfolio and tap into the dynamic growth of emerging companies in India. With a focus on long-term capital appreciation, it stands out for its robust management and strategic stock selection.
- Invests in high-growth small-cap companies
- Ideal for long-term investors
- Managed by experienced professionals
- Aims for capital appreciation
- Diversifies investment portfolio
- Aligned with India's growth story
Investment Thesis
Kotak Small Cap Fund stands out due to its robust promoter credibility, a strong focus on digital services, and attractive valuations compared to its peers. This combination positions it well for substantial growth, making it a compelling choice for retail investors seeking long-term gains.
- Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to peer funds indicate potential upside.
- Diversified portfolio minimizes risks while targeting high-growth small-cap stocks.
- Consistent performance track record reinforces its reliability as an investment.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification benefits for investors
- Exposure to emerging sectors
- Strong long-term performance history
Risks ⚠️
- Market volatility in small caps
- Higher expense ratio compared to large caps
- Liquidity concerns in smaller stocks
- Economic downturn impacts performance
Peer Perspective
Kotak Small Cap Fund trades at a slight premium compared to peers like SBI Small Cap Fund and HDFC Small Cap Fund. A rerating could occur with consistent growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Kotak Small Cap Fund(IDCW) • Updated: 2025-10-01 03:46:35
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10BusinessHighThe fund is invested in a future-ready sector with a clear model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighP/E and P/B ratios are reasonable compared to peers.
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7BalanceHighDebt/equity ratio is manageable, with good liquidity.
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6GovernanceGoodPromoter holding is stable, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Kotak Small Cap Fund shows decent potential with consistent growth and manageable risks, but attention should be paid to governance and execution challenges.