Kotak US Specific Equity Passive FOF

Ticker: mf12749
Decent 68/100

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Business Overview

The Kotak US Specific Equity Passive Fund of Funds (FOF) is designed for Indian investors seeking exposure to the US equity market. This fund offers a diversified portfolio of US-based equities, making it an ideal choice for those looking to enhance their global investment strategy. By investing in established US companies, it aims to provide long-term capital appreciation while mitigating risks associated with direct investments.

  • Diversified exposure to US equities
  • Ideal for long-term capital growth
  • Managed by experienced professionals
  • Mitigates risks of direct US investments
  • Suitable for investors seeking global diversification

Investment Thesis

Kotak US Specific Equity Passive FOF presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund allows investors to tap into the US equity market with a trusted brand backing it.

  • Strong backing from the reputable Kotak Mahindra Group enhances credibility.
  • Digital services sector poised for robust growth, benefiting fund performance.
  • Attractive valuation metrics compared to similar funds in the market.
  • Diversification into US equities provides exposure to global growth.
  • Passive management strategy minimizes costs while maximizing returns.

Peer Perspective

Kotak US Specific Equity Passive FOF trades at a slight premium compared to peers like ICICI US Equity FOF and SBI US Equity FOF; a rerating could occur with improved growth acceleration and consistent margin stability.
📊 Stock Investment Checklist (100 Points)
Kotak US Specific Equity Passive FOF • Updated: 2025-09-29 13:58:49
  • 10
    Business
    High
    The sector is evolving with a focus on technology and innovation, but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    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 68 / 100 • Decent
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.


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