UTI Nifty 500 Value 50 Index Fund
Ticker: mf13307
Decent
68/100
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Business Overview
The UTI Nifty 500 Value 50 Index Fund is a mutual fund designed for investors seeking exposure to a diversified portfolio of value stocks from the Nifty 500 index. This fund aims to capture the potential of undervalued companies, making it ideal for long-term investors looking to build wealth. By investing in this fund, you gain access to a carefully curated selection of stocks that have strong fundamentals and growth potential, while benefiting from professional management.
- Diversified exposure to 50 value stocks
- Ideal for long-term wealth creation
- Professional management by UTI Asset Management
- Focus on fundamentally strong companies
- Suitable for risk-conscious investors
Investment Thesis
The UTI Nifty 500 Value 50 Index Fund stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it offers a compelling investment opportunity for retail investors seeking long-term capital appreciation.
- Backed by UTI, a trusted name in Indian asset management.
- Significant growth potential in digital services sector.
- Valuation metrics indicate strong upside compared to competitors.
- Diversified exposure to 50 value stocks enhances risk management.
- Ideal for investors looking for a balanced growth strategy.
Opportunity vs Risk
Opportunities
- Diversified exposure to large-cap stocks
- Potential for long-term capital appreciation
- Low expense ratio compared to peers
- Growing interest in passive investing
Risks ⚠️
- Market volatility affecting index performance
- Limited historical performance data
- Economic downturns impacting returns
- Interest rate fluctuations may affect valuations
📊 Stock Investment Checklist (100 Points)
UTI Nifty 500 Value 50 Index Fund • Updated: 2025-09-29 16:31:17
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10BusinessHighThe fund focuses on a diversified index, which is future-ready with a clear investment model.
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10GrowthHighThe underlying index has shown consistent revenue and profit growth across its constituents.
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10ProfitabilityHighAverage ROE and ROCE are decent, but cash flow metrics vary among underlying stocks.
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8ValuationHighValuation metrics are in line with peers, but some stocks are overvalued.
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7BalanceHighThe fund holds companies with manageable debt levels and adequate liquidity.
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6GovernanceGoodPromoter holding is reasonable, but some concerns about disclosures exist.
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5DriversGoodGrowth drivers are present, but execution risks are notable due to market volatility.
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5TechnicalsGoodMarket sentiment is neutral, with moderate liquidity and price action.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Nifty 500 Value 50 Index Fund presents a decent investment opportunity with a balanced approach to growth and risk, but investors should remain cautious of market volatility and execution risks.