UTI Nifty Midcap 150 Quality 50 Index Fund
☆ Add to Watchlist
More Options
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
- Diversified exposure to midcap stocks
- Potential for high growth
- Low expense ratio
- Long-term investment horizon
- Tax benefits under ELSS
- Market volatility impacts returns
- Midcap stocks can be risky
- Limited historical data
- Economic slowdown effects
- Liquidity concerns in midcaps
-
10BusinessHighThe fund focuses on midcap companies with strong fundamentals, indicating a future-ready sector.
-
10GrowthHighConsistent revenue and profit growth observed in the underlying companies.
-
10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
-
8ValuationHighValuation metrics like P/E and P/B are reasonable compared to peers.
-
7BalanceHighThe fund maintains a healthy balance sheet with low debt levels.
-
6GovernanceGoodPromoter holding is stable, with minimal pledging and good disclosure practices.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.