UTI Aggressive Hybrid Fund
Ticker: mf12616
Decent
68/100
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Business Overview
The UTI Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equities and fixed-income securities, this fund aims to provide capital appreciation while managing risk. Ideal for those with a moderate risk appetite looking for long-term wealth creation, it stands out for its professional management and strategic asset allocation.
- Balanced investment in equities and debt
- Suitable for moderate risk investors
- Focus on long-term capital growth
- Managed by experienced professionals
- Regular income potential through debt allocation
Investment Thesis
UTI Aggressive Hybrid Fund stands out due to its strong promoter group, leveraging UTI's credibility in the financial sector. With the digital services sector poised for significant growth, this fund is well-positioned. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking balanced growth and stability.
- Strong backing from UTI, a trusted name in finance.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Balanced approach with equity and debt exposure.
- Ideal for investors seeking long-term capital appreciation.
Opportunity vs Risk
Opportunities
- Diversified investment across equities and debt
- Potential for higher returns
- Suitable for long-term wealth creation
- Tax benefits on long-term capital gains
Risks ⚠️
- Market volatility affects returns
- Interest rate fluctuations impact debt
- Not suitable for short-term investors
- Management fees may reduce gains
Peer Perspective
UTI Aggressive Hybrid Fund currently trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
UTI Aggressive Hybrid Fund • Updated: 2025-09-29 16:41:48
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10BusinessHighThe fund is in a future-ready sector with a clear investment 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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8ValuationHighValuation metrics are reasonable compared to peers, but some concerns exist.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is strong, 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 68 / 100
• Decent
The UTI Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and market conditions.