UTI Retirement Fund

Ticker: mf12679
Decent 58/100

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Business Overview

UTI Retirement Fund is a dedicated mutual fund designed to help individuals build a secure financial future for their retirement. Tailored for working professionals and retirees, it offers a disciplined approach to savings and investment. With a focus on long-term wealth creation, this fund plays a crucial role in ensuring financial independence during retirement years. Its diversified portfolio and professional management make it a reliable choice for those looking to enhance their retirement corpus.

  • Designed for retirement savings
  • Ideal for working professionals and retirees
  • Focus on long-term wealth creation
  • Diversified investment portfolio
  • Managed by experienced professionals
  • Helps achieve financial independence in retirement
📊 Stock Investment Checklist (100 Points)
UTI Retirement Fund • Updated: 2025-09-29 16:02:17
  • 10
    Business
    High
    The retirement fund sector is growing due to increasing awareness and need for retirement planning.
  • 10
    Growth
    High
    Revenue growth has been steady, but profit margins are under pressure.
  • 8
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 7
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 6
    Balance
    Good
    Balance sheet is stable with manageable debt levels.
  • 5
    Governance
    Good
    Promoter holding is reasonable, but there are some concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 58 / 100 • Decent
UTI Retirement Fund shows potential in a growing sector but faces challenges in profitability and execution risks.


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