UTI Arbitrage Fund
Ticker: mf12539
Risky
48/100
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Business Overview
The UTI Arbitrage Fund is a unique investment option designed for risk-averse investors seeking stable returns. By leveraging price discrepancies between cash and derivatives markets, this fund aims to provide consistent income while minimizing volatility. Ideal for those looking to diversify their portfolio without taking on significant risk, it offers a balanced approach to wealth creation. With a strong track record and professional management, the fund stands out as a reliable choice for investors aiming for financial growth in a secure manner.
- Designed for risk-averse investors
- Focuses on stable, consistent returns
- Utilizes market price discrepancies
- Ideal for portfolio diversification
- Strong track record of performance
- Managed by experienced professionals
Investment Thesis
UTI Arbitrage Fund stands out due to its strong backing from the UTI Group, a credible player in the financial services sector. The fund is well-positioned to capitalize on the growth of digital services in India, offering a compelling investment opportunity. Its attractive valuation compared to peers further enhances its appeal for retail investors seeking stable returns.
- Strong promoter group with a long-standing reputation in the financial sector.
- Significant growth potential in India's digital services landscape.
- Attractive valuation compared to similar funds, offering potential for higher returns.
- Diversified portfolio reduces risk while aiming for consistent income.
- Managed by experienced professionals with a proven track record.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Diversification across asset classes
- Potential tax benefits on gains
- Low correlation with equities
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations impact performance
- Limited upside in bullish markets
- Liquidity concerns during redemption periods
Peer Perspective
UTI Arbitrage Fund currently trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if it maintains margin stability amidst changing market conditions.
📊 Stock Investment Checklist (100 Points)
UTI Arbitrage Fund • Updated: 2025-09-29 16:42:08
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10BusinessHighThe fund operates in a stable sector with a clear arbitrage model, but lacks a significant competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent due to market volatility.
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8ProfitabilityHighROE and ROCE are moderate, with cash flow being stable but not exceptional.
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9ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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7BalanceHighThe balance sheet shows low debt levels, but reserves are not substantial.
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6GovernanceGoodPromoter holding is decent, but there are concerns about transparency in disclosures.
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5DriversGoodGrowth drivers are limited, with execution risks related to market conditions.
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1TechnicalsLowMarket sentiment is weak, with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100
• Risky
The UTI Arbitrage Fund presents a risky investment opportunity with limited growth prospects and concerns regarding profitability and governance.