UTI Dividend Yield Fund
Ticker: mf12731
Decent
68/100
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Business Overview
UTI Dividend Yield Fund is a well-established mutual fund designed for investors seeking regular income through dividends while also aiming for capital appreciation. Ideal for conservative investors and retirees, this fund focuses on high-dividend yielding stocks, providing a balance of growth and income. It matters for those looking to enhance their portfolio with reliable returns in a volatile market. With a strong track record and professional management, UTI Dividend Yield Fund stands out as a prudent choice for wealth creation.
- Focuses on high-dividend yielding stocks
- Ideal for conservative and income-seeking investors
- Offers a blend of growth and regular income
- Managed by experienced professionals
- Strong historical performance and stability
Investment Thesis
UTI Dividend Yield Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a reliable option for investors seeking consistent returns and growth potential.
- Strong backing from UTI Asset Management, a reputable promoter group.
- Significant growth potential in digital services enhancing operational efficiency.
- Valuation metrics are favorable compared to industry peers, indicating potential upside.
- Focus on dividend yield offers a steady income stream for investors.
- Proven track record of performance and risk management in volatile markets.
Peer Perspective
UTI Dividend Yield Fund trades at a slight premium compared to peers like HDFC Dividend Yield Fund and ICICI Prudential Dividend Yield Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
UTI Dividend Yield Fund • Updated: 2025-09-29 15:58:07
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighBalance sheet is stable with manageable debt levels.
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6GovernanceGoodPromoter holding is adequate, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are limited, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Dividend Yield Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.