UTI Conservative Hybrid Fund

Ticker: mf12951
Decent 63/100

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Business Overview

The UTI Conservative Hybrid Fund is designed for conservative investors seeking a balanced approach to wealth creation. By investing in a mix of equity and debt, this fund aims to provide stability and moderate returns, making it ideal for those looking to preserve capital while enjoying potential growth. It is particularly suited for risk-averse individuals, retirees, or anyone looking to diversify their portfolio with a reliable investment option.

  • Balanced investment in equity and debt
  • Ideal for conservative investors
  • Focus on capital preservation
  • Moderate growth potential
  • Diversifies portfolio risk
  • Managed by experienced professionals

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment across asset classes
  • Potential for capital appreciation
  • Suitable for risk-averse investors
Risks ⚠️
  • Market fluctuations can impact returns
  • Interest rate changes affect bond prices
  • Limited growth compared to aggressive funds
  • Inflation may erode real returns
📊 Stock Investment Checklist (100 Points)
UTI Conservative Hybrid Fund • Updated: 2025-09-29 16:43:54
  • 10
    Business
    High
    The fund operates in a conservative hybrid space, which is stable but lacks significant growth potential.
  • 10
    Growth
    High
    Moderate revenue and profit growth, but not consistent enough to be considered strong.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is not robust compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are average compared to peers, indicating limited upside.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth drivers and potential execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 63 / 100 • Decent
The UTI Conservative Hybrid Fund presents a moderate investment opportunity with stable returns but lacks significant growth drivers.


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