Kotak Special Opportunities Fund
Ticker: mf12917
Decent
68/100
☆ Add to Watchlist
More Options
F
Franklin India Technology Fund
The fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.
View details
M
Mirae Asset Balanced Advantage Fund
The Mirae Asset Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
View details
O
Old Bridge Focused Fund
The fund shows potential but faces challenges in growth consistency and profitability metrics.
View details
K
Kotak Multi Asset Omni FOF
The Kotak Multi Asset Omni FOF shows decent potential with a balanced approach to growth and risk management, making it a reasonable investment option.
View details
I
ICICI Pru PSU Equity Fund
The ICICI Pru PSU Equity Fund shows decent potential but faces challenges in profitability and valuation. Investors should be cautious.
View details
N
Nippon India Gilt Fund-DMDO
The Nippon India Gilt Fund-DMDO shows decent potential but faces challenges in profitability and valuation metrics.
View details
N
Nippon India Gilt Fund
The Nippon India Gilt Fund shows decent potential but faces challenges in profitability and liquidity. Investors should be cautious.
View details
I
ICICI Pru BSE Sensex Index Fund
The ICICI Pru BSE Sensex Index Fund presents a decent investment opportunity, reflecting the overall market performance with a balanced risk profile.
View details
M
Mirae Asset Low Duration Fund
The fund shows moderate potential but faces challenges in profitability and growth drivers.
View details
N
Nippon India Nifty Midcap 150 Index Fund
The Nippon India Nifty Midcap 150 Index Fund shows potential for growth but carries certain risks that investors should consider.
View details
S
SBI Magnum Constant Maturity Fund
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
View details
M
Mahindra Manulife Aggressive Hybrid Fund
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution challenges.
View details
I
ICICI Pru Rural Opportunities Fund
The fund shows potential in the rural sector but faces challenges in profitability and execution risks.
View details
H
HSBC Large Cap Fund
The HSBC Large Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
B
Bank of India Liquid Fund
The Bank of India Liquid Fund shows decent fundamentals but lacks strong growth catalysts and profitability metrics. Caution is advised for aggressive investors.
View details
B
Bandhan Midcap Fund
The Bandhan Midcap Fund shows potential but faces challenges in growth consistency and governance, making it a cautious investment.
View details
Business Overview
Kotak Special Opportunities Fund is a dynamic investment vehicle designed to capitalize on unique market opportunities in India. Aimed at investors seeking long-term capital appreciation, this fund focuses on high-quality stocks with strong growth potential. Its active management approach ensures that the fund adapts to changing market conditions, making it suitable for both seasoned and novice investors. With a strong track record and a dedicated management team, this fund is a reliable choice for those looking to enhance their investment portfolio.
- Focuses on high-quality growth stocks
- Dynamic management adapts to market changes
- Ideal for long-term capital appreciation
- Backed by a reputable investment team
- Suitable for both seasoned and novice investors
Investment Thesis
Kotak Special Opportunities Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. These factors position it as a compelling investment opportunity for retail investors seeking growth and stability.
- Strong backing from the reputable Kotak Mahindra Group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Valuation metrics indicate attractive entry points compared to industry peers.
- Proven track record of performance boosts investor confidence.
- Diversified investment strategy mitigates risks while maximizing returns.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Experienced fund management team
- Potential for high returns
- Growing market opportunities
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes in finance
- Economic slowdown risks
- High expense ratio
- Limited liquidity in some assets
Peer Perspective
Kotak Special Opportunities Fund trades at a premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could occur with sustained growth acceleration and improved margin stability in the coming quarters.
📊 Stock Investment Checklist (100 Points)
Kotak Special Opportunities Fund • Updated: 2025-09-29 13:58:21
-
10BusinessHighThe fund operates in a future-ready sector with a clear investment model and a moderate moat.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow compared to net profit.
-
8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
-
7BalanceHighDebt levels are manageable with adequate reserves and liquidity.
-
9GovernanceHighPromoter holding is strong with minimal pledging and good disclosure practices.
-
5DriversGoodCatalysts for growth are present, but execution risks remain.
-
2TechnicalsLowMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Kotak Special Opportunities Fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to execution risks and valuation concerns.