Portfolio Alerts Watch List Cart

UTI Floater Fund(Q-IDCW)

Ticker: mf15788
Decent 58/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
B
Bank of India ELSS Tax Saver(IDCW)
Score 66/100 Decent
While Bank of India ELSS Tax Saver shows potential in a growing sector, its inconsistent growth and moderate profitability metrics suggest caution for investors.
View details
U
Union Balanced Advantage Fund(IDCW Payout)
Score 68/100 Decent
The Union Balanced Advantage Fund shows a decent overall performance with solid growth potential and a stable financial position, making it a viable investment option.
View details
U
Union Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution should be monitored.
View details

Business Overview

UTI Floater Fund (Q-IDCW) is a dynamic debt fund designed for investors seeking stability and reasonable returns in a fluctuating interest rate environment. Ideal for conservative investors, this fund invests primarily in floating rate instruments, ensuring your capital is protected against interest rate volatility. With a focus on liquidity and risk management, it aims to provide a steady income stream while preserving capital. This fund is particularly suitable for those looking to diversify their portfolio with low-risk debt instruments.

  • Dynamic debt fund for stable returns
  • Ideal for conservative investors
  • Invests in floating rate instruments
  • Protects against interest rate volatility
  • Focus on liquidity and capital preservation
  • Aims for steady income stream

Opportunity vs Risk

Opportunities
  • Stable income generation potential
  • Diversification in fixed income
  • Inflation protection through floating rates
  • Tax benefits under Section 80C
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from underlying securities
  • Market volatility impact
  • Liquidity concerns in redemption
📊 Stock Investment Checklist (100 Points)
UTI Floater Fund(Q-IDCW) • Updated: 2025-10-01 15:48:22
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been variable.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow has been inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 5
    Balance
    Good
    Balance sheet shows moderate debt levels, liquidity is adequate.
  • 7
    Governance
    High
    Promoter holding is reasonable, but some concerns over disclosures.
  • 3
    Drivers
    Low
    Limited growth catalysts identified, execution risks present.
  • 0
    Technicals
    Low
    Market sentiment is weak, with low liquidity and negative price action.
Final Score & Verdict
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.