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Kotak Small Cap Fund(IDCW-Payout)

Ticker: mf14313
Decent 48/100

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K
Kotak Small Cap Fund(IDCW)
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.
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K
Kotak Balanced Advantage Fund(IDCW)
Score 71/100 Decent
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)
Score 72/100 Decent
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)
Score 68/100 Decent
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)
Score 68/100 Decent
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)
Score 70/100 Decent
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)
Score 68/100 Decent
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)
Score 70/100 Decent
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)
Score 68/100 Decent
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)
Score 68/100 Decent
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)
Score 68/100 Decent
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)
Score 68/100 Decent
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)
Score 48/100 Risky
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)
Score 72/100 Strong
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)
Score 66/100 Decent
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)
Score 68/100 Decent
The fund shows potential for growth with a decent risk profile, but investors should remain cautious of market volatility.
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Business Overview

Kotak Small Cap Fund (IDCW-Payout) is designed for investors seeking long-term growth through exposure to small-cap companies in India. This fund aims to capitalize on the potential of emerging businesses that can deliver significant returns over time. Ideal for risk-tolerant investors, it offers a balanced approach to wealth creation while providing regular income through dividends. With a strong track record and professional management, this fund is a compelling choice for those looking to diversify their portfolio and tap into the growth of India's vibrant small-cap sector.

  • Focuses on high-growth small-cap companies
  • Regular income through dividend payouts
  • Managed by experienced professionals
  • Ideal for long-term wealth creation
  • Diversification for risk-tolerant investors

Investment Thesis

Kotak Small Cap Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This makes it a promising choice for investors seeking long-term capital appreciation in the small-cap segment.

  • Strong backing from the reputable Kotak Mahindra Group enhances investor confidence.
  • Significant growth in digital services offers a robust runway for future expansion.
  • Currently trading at attractive valuations relative to its peers, presenting a buying opportunity.
  • Focus on small-cap stocks aligns with the potential for higher returns in a growing economy.
  • Well-diversified portfolio mitigates risk while maximizing growth potential.

Opportunity vs Risk

Opportunities
  • High growth potential in small caps
  • Diversification benefits for investors
  • Strong historical performance
  • Increased retail participation in markets
Risks ⚠️
  • Market volatility in small caps
  • Economic downturn impact
  • Liquidity concerns in smaller stocks
  • Regulatory changes affecting investments

Peer Perspective

Kotak Small Cap Fund trades at a slight premium compared to peers like SBI Small Cap Fund and Nippon India Small Cap Fund. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Kotak Small Cap Fund(IDCW-Payout) • Updated: 2025-10-01 03:46:23
  • 10
    Business
    High
    The fund is invested in sectors with potential for future growth, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, but there are concerns about transparency in disclosures.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain high.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The Kotak Small Cap Fund shows potential for growth, but investors should be cautious due to valuation concerns and execution risks.