UTI BSE Housing Index Fund

Ticker: mf13959
Decent 68/100

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Business Overview

The UTI BSE Housing Index Fund is a specialized mutual fund designed to track the performance of the BSE Housing Index. Ideal for investors looking to capitalize on the growth of the housing sector in India, this fund offers a diversified portfolio of stocks from leading real estate companies. With a focus on long-term capital appreciation, it provides an opportunity to invest in a sector poised for significant growth due to urbanization and rising housing demand.

  • Tracks BSE Housing Index for targeted exposure
  • Ideal for long-term investors
  • Diversified portfolio of leading real estate stocks
  • Capitalizes on India's housing market growth
  • Managed by experienced fund managers

Opportunity vs Risk

Opportunities
  • Growing real estate market
  • Diversification in housing sector
  • Potential tax benefits
  • Long-term capital appreciation
  • Stable rental income potential
Risks ⚠️
  • Market volatility impacts
  • Regulatory changes
  • Economic downturns
  • High interest rates
  • Liquidity concerns
📊 Stock Investment Checklist (100 Points)
UTI BSE Housing Index Fund • Updated: 2025-09-29 16:42:45
  • 10
    Business
    High
    The housing sector is poised for growth due to urbanization and government initiatives.
  • 10
    Growth
    High
    Consistent revenue growth driven by increasing housing demand.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are in line with industry averages.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers 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 BSE Housing Index Fund shows potential for growth in a favorable sector, but risks related to execution and governance should be monitored.


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