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UTI Conservative Hybrid Fund(M-IDCW)

Ticker: mf15646
Decent 48/100

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D
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Score 58/100 Decent
The fund shows decent potential with stable growth and manageable risks, but lacks strong catalysts for significant upside.
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D
DSP Income Plus Arbitrage Omni FoF(IDCW)
Score 48/100 Decent
The fund shows moderate potential but lacks strong growth drivers and has some governance concerns.
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S
Sundaram Balanced Advantage Fund(M-IDCW)
Score 68/100 Decent
The Sundaram Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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U
Union Small Cap Fund(IDCW-Reinv)
Score 68/100 Decent
The Union Small Cap Fund shows potential but faces several challenges that could impact future performance. Investors should proceed with caution.
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U
Union Small Cap Fund(IDCW)
Score 66/100 Decent
The Union Small Cap Fund shows potential for growth but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor performance closely.
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I
ICICI Pru Nifty SDL Sep 2027 Index Fund(A-IDCW)
Score 68/100 Decent
The fund presents a decent investment opportunity with stable returns, but investors should be cautious of interest rate risks and market volatility.
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L
LIC MF Multi Cap Fund(IDCW)
Score 66/100 Decent
The LIC MF Multi Cap Fund shows decent potential but is subject to market risks and valuation concerns.
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H
HSBC Focused Fund(IDCW-Payout)
Score 68/100 Decent
The HSBC Focused Fund shows a decent potential for growth with a solid business model and profitability metrics, but caution is advised due to some execution risks and elevated valuations.
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H
HSBC Focused Fund(IDCW)
Score 48/100 Decent
The HSBC Focused Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks and market conditions.
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H
HSBC Consumption Fund(IDCW)
Score 48/100 Decent
The HSBC Consumption Fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised.
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H
HSBC Consumption Fund(IDCW Payout)
Score 68/100 Decent
The HSBC Consumption Fund shows potential but faces several challenges that could impact future performance. Investors should proceed with caution.
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I
ICICI Pru Income plus Arbitrage Active FOF(IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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I
ICICI Pru Income plus Arbitrage Active FOF(IDCW Payout)
Score 72/100 Decent
The fund shows decent potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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H
HSBC India Export Opportunities Fund(IDCW Payout)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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H
HSBC India Export Opportunities Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth and profitability metrics, but some governance and execution risks need to be monitored.
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C
Canara Rob Manufacturing Fund(IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised for new investments.
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Business Overview

UTI Conservative Hybrid Fund (M-IDCW) is designed for conservative investors seeking a balanced approach to wealth creation. This fund invests in a mix of equity and debt, aiming to provide stability and moderate growth. Ideal for individuals looking for regular income while minimizing risk, it offers a prudent option for long-term financial goals. With a focus on capital preservation, this fund ensures a steady income stream while allowing for potential appreciation in value.

  • Balanced investment in equity and debt
  • Suitable for conservative investors
  • Focus on capital preservation
  • Potential for regular income
  • Managed by experienced professionals
  • Supports long-term financial goals

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment approach
  • Tax benefits on long-term gains
  • Suitable for conservative investors
  • Potential for capital appreciation
Risks ⚠️
  • Market fluctuations impact returns
  • Interest rate changes affect performance
  • Limited growth compared to equities
  • Inflation may erode real returns
  • Management fees can reduce profits

Peer Perspective

UTI Conservative Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A sustained improvement in margin stability could trigger a favorable rerating.
📊 Stock Investment Checklist (100 Points)
UTI Conservative Hybrid Fund(M-IDCW) • Updated: 2025-10-01 07:42:19
  • 8
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Revenue and profit growth have shown consistency over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, with OCF generally exceeding net profit.
  • 9
    Valuation
    High
    Valuation metrics are competitive compared to peers.
  • 7
    Balance
    High
    The balance sheet shows manageable debt levels and good liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable with minimal pledging.
  • 5
    Drivers
    Good
    There are growth catalysts, but execution risks remain.
  • 1
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk management.