UTI Nifty Midcap 150 Quality 50 Index Fund

Ticker: mf13494
Decent 68/100

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Business Overview

The UTI Nifty Midcap 150 Quality 50 Index Fund is designed for investors seeking exposure to high-quality midcap stocks in India. This fund aims to replicate the performance of the Nifty Midcap 150 Quality 50 Index, focusing on companies with strong fundamentals and growth potential. It is ideal for those looking to diversify their portfolio with midcap equities while benefiting from professional management.

  • Targets high-quality midcap stocks
  • Replicates Nifty Midcap 150 Quality 50 Index
  • Ideal for long-term growth investors
  • Offers diversification in midcap segment
  • Managed by experienced professionals

Investment Thesis

The UTI Nifty Midcap 150 Quality 50 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to capitalize on the expanding midcap segment in India.

  • Managed by UTI, a reputable and trusted financial institution in India.
  • Focus on quality midcap stocks ensures resilience and growth potential.
  • Digital services sector is poised for exponential growth, enhancing fund performance.
  • Current valuations are appealing compared to similar funds, offering potential upside.
  • Diversification across quality midcap stocks mitigates risks for investors.

Opportunity vs Risk

Opportunities
  • Diversified exposure to midcap stocks
  • Potential for high growth
  • Low expense ratio
  • Long-term investment horizon
  • Tax benefits under ELSS
Risks ⚠️
  • Market volatility impacts returns
  • Midcap stocks can be risky
  • Limited historical data
  • Economic slowdown effects
  • Liquidity concerns in midcaps
📊 Stock Investment Checklist (100 Points)
UTI Nifty Midcap 150 Quality 50 Index Fund • Updated: 2025-10-01 15:49:18
  • 10
    Business
    High
    The fund focuses on midcap companies with strong fundamentals, indicating a future-ready sector.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in the underlying companies.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are reasonable compared to peers.
  • 7
    Balance
    High
    The fund maintains a healthy balance sheet with low debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, with minimal pledging and good disclosure practices.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Nifty Midcap 150 Quality 50 Index Fund shows decent potential with a focus on quality midcap stocks, though some risks remain.


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