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UTI Balanced Advantage Fund(IDCW)

Ticker: mf15284
Decent 68/100

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P
Parag Parikh Conservative Hybrid Fund(M-IDCW)
Score 58/100 Decent
The fund shows decent potential with a solid growth trajectory, but caution is advised due to some governance concerns and market sentiment.
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P
Parag Parikh Conservative Hybrid Fund(M-IDCW Payout)
Score 72/100 Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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S
SBI Retirement Benefit Fund-Aggressive Plan(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth but carries some risks that need to be monitored.
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H
HDFC Gilt Fund(IDCW-Reinv)
Score 68/100 Decent
The HDFC Gilt Fund shows decent potential with stable growth and profitability metrics, but it is essential to monitor execution risks and market sentiment closely.
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H
HDFC Gilt Fund(IDCW)
Score 68/100 Decent
HDFC Gilt Fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment choice.
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Q
Quant Infrastructure Fund(IDCW)
Score 68/100 Decent
The fund operates in a critical sector but faces several challenges that could impact future performance.
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H
HSBC Ultra Short Duration Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent fundamentals but faces challenges in growth and profitability, making it a cautious investment.
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H
HSBC Ultra Short Duration Fund(W-IDCW)
Score 70/100 Decent
The fund shows decent potential with stable growth and manageable risks, but lacks strong catalysts for significant upside.
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H
HSBC Ultra Short Duration Fund(DD-IDCW)
Score 48/100 Decent
The fund shows decent potential but carries some risks that need to be monitored.
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B
Baroda BNP Paribas Multi Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
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I
ICICI Pru Commodities Fund(IDCW Payout)
Score 48/100 Risky
The fund operates in a volatile sector with mixed growth prospects and moderate profitability. Caution is advised.
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I
ICICI Pru Commodities Fund(IDCW)
Score 68/100 Decent
The fund shows potential in a cyclical sector with decent growth prospects, but risks related to profitability and execution should be monitored closely.
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B
Bandhan G-Sec-Invest(P-IDCW)Exch Reinv
Score 48/100 Risky
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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B
Bandhan G-Sec-Invest(P-IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent financial performance.
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B
Bandhan G-Sec-Invest(A-IDCW)
Score 48/100 Decent
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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B
Bandhan G-Sec-Invest(H-IDCW)
Score 56/100 Decent
The stock shows potential but carries risks that may affect future performance. Caution is advised.
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Business Overview

UTI Balanced Advantage Fund (IDCW) is a dynamic investment solution designed for investors seeking growth while managing risk. By balancing equity and debt, it aims to provide stability and potential capital appreciation. Ideal for both new and seasoned investors, this fund adjusts its asset allocation based on market conditions, ensuring optimal returns. With a strong track record and experienced management, it stands out as a reliable choice for long-term wealth creation.

  • Dynamic asset allocation between equity and debt
  • Suitable for risk-averse and growth-oriented investors
  • Managed by experienced professionals
  • Focus on long-term capital appreciation
  • Regular income through IDCW option
  • Strong historical performance and credibility

Opportunity vs Risk

Opportunities
  • Diversified portfolio reduces market volatility
  • Potential for steady returns
  • Tax-efficient investment option
  • Suitable for long-term wealth creation
Risks ⚠️
  • Market fluctuations impact returns
  • Management fees may reduce profits
  • Limited control over fund decisions
  • Economic downturns affect performance
📊 Stock Investment Checklist (100 Points)
UTI Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 07:39:47
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the last few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are in line with peers, indicating fair valuation.
  • 7
    Balance
    High
    Debt/equity ratio is manageable, with adequate reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are some concerns regarding pledging.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Balanced Advantage Fund shows decent potential with consistent growth and profitability metrics, though there are some governance and execution risks to consider.