UTI Banking & PSU Fund

Ticker: mf13187
Decent 48/100

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Business Overview

The UTI Banking & PSU Fund is a mutual fund scheme focused on investing in banking and public sector undertakings. It is designed for conservative investors seeking stable returns with moderate risk. This fund plays a crucial role in diversifying your investment portfolio while capitalizing on the growth potential of the banking sector and government-backed entities. With its professional management and strong track record, it offers a reliable avenue for wealth creation.

  • Focuses on banking and public sector investments
  • Ideal for conservative investors
  • Aims for stable returns with moderate risk
  • Diversifies investment portfolios effectively
  • Managed by experienced professionals
  • Strong historical performance track record

Opportunity vs Risk

Opportunities
  • Strong government support for PSU banks
  • Potential for high dividend yields
  • Diversification across multiple sectors
  • Growing banking sector in India
Risks ⚠️
  • Market volatility affecting bank stocks
  • Regulatory changes impacting profitability
  • Economic slowdown risks
  • High exposure to non-performing assets
📊 Stock Investment Checklist (100 Points)
UTI Banking & PSU Fund • Updated: 2025-09-29 16:42:27
  • 10
    Business
    High
    Banking and PSU sectors are essential for the economy but face regulatory and competitive challenges.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent but not exceptional; cash flow is stable.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is adequate.
  • 9
    Governance
    High
    Promoter holding is strong, but some concerns over transparency.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The UTI Banking & PSU Fund shows decent potential but is facing challenges that could impact future performance. Investors should be cautious.


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