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UTI Annual Interval Fund-I

Ticker: mf13965
Decent 68/100

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Business Overview

UTI Annual Interval Fund-I is a unique investment option designed for investors seeking a balance between equity and fixed income. This fund caters to individuals looking for moderate risk and the potential for stable returns over a defined interval. It matters because it provides a structured approach to investing, allowing for liquidity at specific intervals while aiming for capital appreciation. With a focus on quality assets, this fund is ideal for those wanting to diversify their portfolio without the volatility of pure equity investments.

  • Moderate risk investment option
  • Structured liquidity at defined intervals
  • Focus on capital appreciation
  • Diversifies portfolio effectively
  • Managed by experienced professionals

Investment Thesis

UTI Annual Interval Fund-I stands out due to its strong promoter group, which enhances credibility and trust among investors. The fund is well-positioned to leverage the growing digital services sector, offering a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.

  • Strong backing from UTI's reputable promoter group ensures reliability.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation compared to industry peers enhances investment appeal.
  • Focus on long-term wealth creation through disciplined investment strategies.
  • Diversified portfolio reduces risk while aiming for stable returns.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for steady income
  • Experienced fund management team
  • Growing interest in mutual funds
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Economic downturn risks
  • Regulatory changes
  • Liquidity concerns in downturns

Peer Perspective

UTI Annual Interval Fund-I trades at a slight premium compared to peers like HDFC and ICICI funds, necessitating consistent margin stability for a potential rerating in investor sentiment.
📊 Stock Investment Checklist (100 Points)
UTI Annual Interval Fund-I • Updated: 2025-09-29 16:41:59
  • 10
    Business
    High
    The fund operates in a sector with moderate growth potential but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, with fluctuations in performance.
  • 10
    Profitability
    High
    ROE and ROCE are average, with operating cash flow closely aligning with net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The balance sheet shows moderate debt levels with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns regarding transparency in disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Annual Interval Fund-I shows decent potential but is hindered by inconsistent growth and valuation concerns. Investors should proceed with caution.