UTI FTIF-XXXV-III(1176D)(A-IDCW)
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Business Overview
UTI FTIF-XXXV-III(1176D)(A-IDCW) is a focused equity fund designed for investors seeking long-term capital appreciation through a concentrated portfolio. Ideal for those with a higher risk appetite, this fund aims to capitalize on growth opportunities in select sectors. With UTI's strong track record and expertise in fund management, this scheme stands out for its potential to deliver significant returns. It’s a strategic choice for investors looking to diversify their portfolios while aiming for robust growth.
- Designed for long-term capital appreciation
- Focuses on a concentrated equity portfolio
- Ideal for investors with higher risk tolerance
- Managed by UTI's experienced fund managers
- Offers potential for significant returns
- A strategic diversification tool for investors
Investment Thesis
UTI FTIF-XXXV-III offers a compelling investment opportunity backed by a strong promoter group known for credibility and expertise. The digital services sector is poised for significant growth, enhancing the fund's potential. Additionally, its attractive valuation compared to peers makes it a prudent choice for retail investors seeking long-term gains.
- Strong promoter group with a proven track record in financial services.
- Significant growth potential in digital services driving future returns.
- Attractive valuation relative to peers, presenting a buying opportunity.
- Robust management strategies aimed at maximizing investor value.
- Diversified investment portfolio mitigating risks for investors.
Opportunity vs Risk
- Strong historical performance
- Potential for steady dividends
- Diversification in portfolio
- Growing market for mutual funds
- Market volatility impacts returns
- Interest rate fluctuations
- Regulatory changes
- Management performance concerns
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10BusinessHighThe sector is evolving but lacks a strong competitive moat.
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10GrowthHighRevenue growth has been inconsistent with fluctuations in profit.
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10ProfitabilityHighROE and ROCE are below industry averages, cash flow is stable.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity is a concern.
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5GovernanceGoodPromoter holding is adequate, but there are concerns about disclosures.
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6DriversGoodLimited growth catalysts identified, execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity.