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UTI Floater Fund(H-IDCW)

Ticker: mf15785
Decent 68/100

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U
UTI Floater Fund(F-IDCW)
Score 48/100 Decent
The UTI Floater Fund shows potential but faces challenges in growth consistency and market sentiment.
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U
UTI Floater Fund(A-IDCW)
Score 68/100 Decent
The UTI Floater Fund shows decent fundamentals but faces challenges in profitability and valuation. Investors should be cautious.
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U
UTI Floater Fund(Q-IDCW)
Score 58/100 Decent
The UTI Floater Fund shows moderate potential with some strengths in growth and profitability, but faces challenges in governance and market sentiment.
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D
DSP World Gold Mining Overseas Equity Omni FoF(IDCW)
Score 48/100 Risky
The fund faces significant risks due to market volatility and inconsistent performance metrics, making it a risky investment.
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D
DSP World Gold Mining Overseas Equity Omni FoF(IDCW Reinvest)
Score 48/100 Risky
The fund faces several challenges including high valuation and inconsistent profitability, making it a risky investment.
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J
JM Midcap Fund(IDCW)
Score 68/100 Decent
The JM Midcap Fund shows potential but faces challenges in growth consistency and valuation metrics, suggesting a cautious approach.
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C
Canara Rob Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management.
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H
HDFC Technology Fund(IDCW)
Score 68/100 Decent
HDFC Technology Fund shows decent potential with strong growth and profitability metrics, but investors should be cautious of execution risks.
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H
HDFC Technology Fund(IDCW Reinvest)
Score 68/100 Decent
The HDFC Technology Fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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N
Nippon India Nifty Alpha Low Volatility 30 Index Fund(IDCW)
Score 66/100 Decent
The Nippon India Nifty Alpha Low Volatility 30 Index Fund offers a decent investment option for conservative investors seeking stability over high growth.
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I
Invesco India Financial Services Fund(IDCW)
Score 68/100 Decent
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics.
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K
Kotak Active Momentum Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Active Momentum Fund shows decent potential with a solid growth trajectory and reasonable valuations, but investors should be cautious of execution risks.
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K
Kotak Active Momentum Fund(IDCW)
Score 68/100 Decent
The Kotak Active Momentum Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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S
Sundaram ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth, but there are risks related to profitability and execution.
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I
ICICI Pru Exports & Services Fund(IDCW-Payout)
Score 66/100 Decent
The fund shows potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised.
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I
ICICI Pru Exports & Services Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and valuation concerns.
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Business Overview

The UTI Floater Fund (H-IDCW) is a dynamic debt mutual fund designed to provide investors with a steady income through floating rate instruments. Ideal for conservative investors seeking to mitigate interest rate risk, this fund adjusts its portfolio in response to market changes, ensuring potential returns remain attractive. With a focus on high-quality securities, it offers a blend of safety and growth, making it a suitable choice for those looking to diversify their investment portfolio.

  • Dynamic debt fund with floating rate instruments
  • Ideal for conservative investors
  • Mitigates interest rate risk
  • Focus on high-quality securities
  • Aims for steady income and capital preservation

Opportunity vs Risk

Opportunities
  • Stable income generation
  • Potential for capital appreciation
  • Diversification in fixed income
  • Tax benefits on long-term gains
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of underlying securities
  • Market volatility impact
  • Liquidity concerns in redemption
📊 Stock Investment Checklist (100 Points)
UTI Floater Fund(H-IDCW) • Updated: 2025-10-01 15:48:13
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns over transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Floater Fund shows decent potential but faces challenges in profitability and valuation metrics. Caution is advised.