UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
Ticker: mf13788
Decent
68/100
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Business Overview
The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is designed for investors seeking exposure to high-quality mid and small-cap stocks in India. This fund focuses on momentum-driven companies that exhibit strong growth potential, making it ideal for those looking to enhance their portfolio with dynamic investments. With a strategic approach to quality and momentum, it aims to deliver attractive returns over the long term.
- Focuses on mid and small-cap stocks
- Invests in high-quality, growth-oriented companies
- Ideal for long-term investors
- Leverages momentum investing strategy
- Diversifies portfolio with dynamic assets
Investment Thesis
The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund offers 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 robust performance of mid and small-cap stocks.
- Backed by UTI, a reputable and established financial institution in India.
- Focus on quality and momentum stocks enhances potential for superior returns.
- Digital services sector is poised for exponential growth, benefiting the fund's holdings.
- Valuations remain attractive compared to peer funds, providing a margin of safety.
- Diversification across mid and small-cap stocks mitigates risk while maximizing growth potential.
Opportunity vs Risk
Opportunities
- Diversification in mid and small caps
- Potential for high growth returns
- Low expense ratio compared to peers
- Exposure to quality companies
- Strong historical performance trends
Risks ⚠️
- Market volatility in small caps
- Economic downturn impact
- Liquidity concerns in small stocks
- Management fees may reduce returns
- Regulatory changes affecting sectors
📊 Stock Investment Checklist (100 Points)
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund • Updated: 2025-10-01 15:49:28
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10BusinessHighThe fund is invested in a diversified portfolio of mid and small-cap stocks, which are generally considered future-ready.
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10GrowthHighThe underlying stocks have shown consistent revenue and profit growth over the past few years.
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10ProfitabilityHighThe fund's constituents exhibit healthy ROE and ROCE, with positive cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers, but some stocks may be overvalued.
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7BalanceHighThe fund's underlying companies generally maintain a manageable debt/equity ratio.
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6GovernanceGoodPromoter holding is decent, but some companies have issues with pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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5TechnicalsGoodMarket sentiment is mixed, with moderate liquidity and price action.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund has a decent score reflecting a balanced approach to growth and profitability, though some risks remain.