UTI BSE Low Volatility Index Fund

Ticker: mf13286
Decent 66/100

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Business Overview

The UTI BSE Low Volatility Index Fund is designed for conservative investors seeking stable returns with lower risk. By tracking the BSE Low Volatility Index, this fund invests in less volatile stocks, making it ideal for those looking to preserve capital while still participating in market growth. It offers a balanced approach to investing, appealing to risk-averse individuals and long-term savers.

  • Targets lower volatility stocks for stability
  • Ideal for conservative investors
  • Helps in capital preservation
  • Participates in market growth
  • Managed by experienced professionals
  • Suitable for long-term financial goals

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversification for conservative investors
  • Potential tax benefits on long-term gains
  • Low expense ratio compared to peers
Risks ⚠️
  • Limited growth potential
  • Market risk despite low volatility
  • Interest rate fluctuations impact returns
  • Liquidity concerns in low volume
📊 Stock Investment Checklist (100 Points)
UTI BSE Low Volatility Index Fund • Updated: 2025-09-29 16:42:54
  • 10
    Business
    High
    The fund focuses on low volatility stocks, which are generally stable but may not be in high-growth sectors.
  • 10
    Growth
    High
    Consistent revenue growth from low volatility stocks, but overall growth may be limited compared to high-growth sectors.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but lower than high-growth peers due to the nature of low volatility investments.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, but may not offer significant upside.
  • 8
    Balance
    High
    Strong balance sheet with low debt levels, providing stability.
  • 9
    Governance
    High
    Good management practices with transparent disclosures.
  • 7
    Drivers
    High
    Limited growth catalysts; primarily defensive in nature.
  • 5
    Technicals
    Good
    Market sentiment is neutral; liquidity is moderate.
Final Score & Verdict
Score 66 / 100 • Decent
The UTI BSE Low Volatility Index Fund is a decent investment for conservative investors seeking stability, but it may lack significant growth potential.


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