UTI Balanced Advantage Fund
Ticker: mf12786
Decent
68/100
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Business Overview
UTI Balanced Advantage Fund is a dynamic investment option designed for investors seeking a balanced approach to equity and debt. This fund actively adjusts its asset allocation based on market conditions, making it suitable for both conservative and aggressive investors. It aims to provide capital appreciation while managing risks effectively. With a strong track record and experienced fund management, it stands out as a reliable choice for long-term wealth creation.
- Dynamic asset allocation based on market trends
- Suitable for both conservative and aggressive investors
- Focus on capital appreciation and risk management
- Managed by experienced professionals
- Strong historical performance
- Ideal for long-term wealth creation
Investment Thesis
UTI Balanced Advantage Fund stands out as a reliable investment due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. These factors position it well for sustained growth and investor confidence.
- Backed by UTI Asset Management Company, a well-respected name in the industry.
- Significant growth potential in digital services catering to a tech-savvy investor base.
- Valuation metrics indicate it is attractively priced compared to similar funds.
- Strong historical performance enhances trust among retail investors.
- Diversified portfolio strategy mitigates risks while aiming for steady returns.
Opportunity vs Risk
Opportunities
- Diversified portfolio reduces market risk
- Potential for steady returns
- Tax benefits on long-term investments
- Suitable for risk-averse investors
Risks ⚠️
- Market volatility affects returns
- Management fees can reduce profits
- Past performance does not guarantee future
- Economic downturns may impact growth
📊 Stock Investment Checklist (100 Points)
UTI Balanced Advantage Fund • Updated: 2025-09-29 16:42:19
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10BusinessHighThe sector is evolving with a focus on balanced funds, but competition is intense.
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10GrowthHighConsistent revenue growth, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
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5DriversGoodGrowth drivers exist, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is mixed, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
UTI Balanced Advantage Fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.