UTI Dividend Yield Fund(IDCW)
Ticker: mf15141
Decent
68/100
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A
Aditya Birla SL Nifty SDL Apr 2027 Index Fund(IDCW)
The fund offers a stable investment option with moderate returns, suitable for risk-averse investors.
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UTI Transportation & Logistics Fund(IDCW)
The fund operates in a promising sector with decent growth prospects, but faces challenges in profitability and valuation metrics.
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D
DSP Short Term Fund(M-IDCW Reinv)
The fund shows decent potential but has several areas of concern that need to be addressed for stronger performance.
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D
DSP Short Term Fund(IDCW-Reinv)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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D
DSP Short Term Fund(IDCW)
The DSP Short Term Fund shows decent potential but faces challenges in profitability and growth drivers. Investors should be cautious.
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D
DSP Short Term Fund(W-IDCW)
The DSP Short Term Fund shows decent performance metrics but faces challenges in growth and profitability consistency.
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D
DSP Short Term Fund(M-IDCW)
The DSP Short Term Fund shows decent fundamentals but lacks strong growth drivers and market momentum.
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A
Aditya Birla SL MNC Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
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Aditya Birla SL MNC Fund(IDCW)
The Aditya Birla SL MNC Fund shows decent potential with a focus on multinational companies, but investors should be cautious of valuation and execution risks.
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I
ICICI Pru Equity Minimum Variance Fund(IDCW)
The fund shows decent potential with consistent growth and a stable balance sheet, but some execution risks need to be monitored.
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ICICI Pru Equity Minimum Variance Fund(IDCW Payout)
The fund shows a decent potential for growth with a solid foundation, but investors should remain cautious about execution risks.
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Invesco India Flexi Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, though valuation is a concern.
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Q
Quant Multi Asset Allocation Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and market sentiment.
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U
UTI ELSS Tax Saver Fund(IDCW)
The UTI ELSS Tax Saver Fund shows decent potential with a solid growth trajectory and manageable risks.
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D
DSP Multi Asset Allocation Fund(IDCW Reinvest)
The DSP Multi Asset Allocation Fund shows decent potential with moderate risks. While it has a diversified approach, attention should be paid to its profitability and valuation metrics.
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D
DSP Multi Asset Allocation Fund(IDCW)
The DSP Multi Asset Allocation Fund shows potential but has several areas that require caution, particularly in profitability and execution risks.
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Business Overview
UTI Dividend Yield Fund (IDCW) is a mutual fund designed for investors seeking regular income through dividends while also aiming for capital appreciation. This fund primarily invests in high-dividend yielding stocks, making it ideal for risk-averse investors and retirees looking for steady returns. By focusing on quality companies with strong fundamentals, UTI Dividend Yield Fund provides a balanced approach to wealth creation. It matters for those wanting to enhance their portfolio with a reliable income stream.
- Focuses on high-dividend yielding stocks
- Ideal for risk-averse investors
- Provides regular income through dividends
- Aims for long-term capital appreciation
- Invests in fundamentally strong companies
Investment Thesis
UTI Dividend Yield Fund (IDCW) stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment choice for retail investors seeking steady income and long-term capital appreciation.
- Strong backing from UTI Asset Management Company, enhancing trust and reliability.
- Digital services are rapidly expanding, offering a promising growth trajectory.
- Valuation metrics indicate UTI Dividend Yield Fund is favorably priced against competitors.
- Consistent dividend payouts make it an appealing option for income-focused investors.
- Proven track record of performance, ensuring investor confidence.
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 with consistent margin stability and improved dividend payouts.
📊 Stock Investment Checklist (100 Points)
UTI Dividend Yield Fund(IDCW) • Updated: 2025-10-01 15:46:09
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10BusinessHighThe fund is invested in a sector that is relatively stable but lacks significant growth potential.
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10GrowthHighThe fund has shown consistent revenue growth, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are decent, but cash flow has been inconsistent.
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8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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7BalanceHighThe fund maintains a healthy balance sheet with low debt.
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6GovernanceGoodPromoter holding is stable, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are limited, with some 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 presents a decent investment opportunity with stable income potential, but growth prospects are limited.