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Kotak Special Opportunities Fund(IDCW)

Ticker: mf15585
Decent 68/100

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K
Kotak Special Opportunities Fund(IDCW Payout)
Score 72/100 Decent
The Kotak Special Opportunities Fund shows decent potential with moderate growth and profitability metrics, but faces challenges in valuation and execution risks.
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M
Mirae Asset Balanced Advantage Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to risk and growth, but investors should remain cautious of execution risks.
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B
Bank of India Small Cap Fund(IDCW)
Score 48/100 Risky
The Bank of India Small Cap Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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K
Kotak Multi Asset Omni FOF(IDCW Payout)
Score 72/100 Decent
The Kotak Multi Asset Omni FOF shows decent potential with moderate growth and profitability metrics, but faces challenges in valuation and execution risks.
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K
Kotak Multi Asset Omni FOF(IDCW)
Score 72/100 Decent
The Kotak Multi Asset Omni FOF shows decent potential but carries some risks that investors should consider.
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H
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW)
Score 58/100 Decent
The fund is a decent option for conservative investors seeking stability in fixed income, but lacks growth potential.
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H
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but faces some execution risks and governance concerns.
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N
Nippon India Gilt Fund-AARO
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and profitability.
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N
Nippon India Gilt Fund-ACAPO
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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N
Nippon India Gilt Fund(M-IDCW)
Score 66/100 Decent
The Nippon India Gilt Fund shows a decent overall score with stable growth and profitability metrics, making it a reasonable investment option.
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I
ICICI Pru BSE Sensex Index Fund(IDCW-Payout)
Score 70/100 Decent
The ICICI Pru BSE Sensex Index Fund shows a decent overall score, indicating a stable investment option with moderate growth potential.
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I
ICICI Pru BSE Sensex Index Fund(IDCW)
Score 68/100 Decent
The ICICI Pru BSE Sensex Index Fund shows decent potential for investors seeking exposure to the Indian equity market, with a strong underlying index and reasonable growth prospects.
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M
Mirae Asset Low Duration Fund(DD-IDCW)
Score 68/100 Decent
The Mirae Asset Low Duration Fund shows decent potential with stable growth and a solid balance sheet, but faces challenges in profitability and governance transparency.
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M
Mirae Asset Low Duration Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and market sentiment.
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M
Mirae Asset Low Duration Fund(W-IDCW)
Score 68/100 Decent
The Mirae Asset Low Duration Fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment choice.
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M
Mirae Asset Low Duration Fund(M-IDCW)
Score 70/100 Decent
The Mirae Asset Low Duration Fund shows decent fundamentals but faces challenges in profitability and growth drivers. It is suitable for conservative investors seeking stability.
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Business Overview

Kotak Special Opportunities Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through equity investments. It is ideal for those looking to diversify their portfolio with exposure to high-growth potential companies. This fund focuses on identifying special opportunities in the market, making it a strategic choice for both seasoned investors and newcomers. With a robust management team and a disciplined investment approach, it aims to deliver consistent returns while managing risks effectively.

  • Focuses on long-term capital appreciation
  • Ideal for portfolio diversification
  • Targets high-growth potential companies
  • Managed by a seasoned investment team
  • Disciplined approach to risk management

Investment Thesis

Kotak Special Opportunities Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term gains.

  • Strong backing from the reputable Kotak Mahindra Group enhances trust.
  • Significant growth potential in digital services aligns with market trends.
  • Valuations are attractive compared to similar funds, offering a favorable entry point.
  • Proven track record of performance and risk management by the fund management team.
  • Focus on diverse investment strategies to capitalize on market opportunities.

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment portfolio
  • Experienced fund management team
  • Focus on undervalued stocks
Risks ⚠️
  • Market volatility impacts returns
  • Economic downturns affect performance
  • High expense ratio
  • Liquidity risks in certain investments

Peer Perspective

Kotak Special Opportunities Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could occur if the fund demonstrates consistent margin stability and accelerated growth in its portfolio.
📊 Stock Investment Checklist (100 Points)
Kotak Special Opportunities Fund(IDCW) • Updated: 2025-10-01 03:46:50
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, with healthy operating cash flow.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with good liquidity and reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Kotak Special Opportunities Fund shows decent potential with consistent growth and profitability metrics, but some valuation concerns and execution risks should be monitored.