UTI Equity Savings Fund
Ticker: mf13223
Decent
68/100
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N
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E
Edelweiss Overnight Fund
The Edelweiss Overnight Fund shows moderate potential but faces several challenges that could impact future performance.
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M
Mahindra Manulife Large Cap Fund
The Mahindra Manulife Large Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks in execution and governance exist.
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M
Motilal Oswal Nifty 500 Momentum 50 Index Fund
The fund has a decent score but faces challenges in valuation and execution risks. Investors should proceed with caution.
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S
SBI Comma Fund
SBI Comma Fund shows decent potential with consistent growth and manageable risks, but valuation concerns and execution risks should be monitored.
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D
DSP FMP 267-1246D
The stock shows potential but faces challenges in profitability and market sentiment.
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S
SBI FMP-66-1361D
The stock presents several risks with limited growth potential and weak market sentiment, making it a risky investment.
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K
Kotak Nifty Next 50 Index Fund
The Kotak Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and growth potential, though some risks and valuation concerns exist.
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H
HDFC NIFTY200 Momentum 30 Index Fund
The HDFC NIFTY200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks remain.
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K
Kotak Credit Risk Fund
The Kotak Credit Risk Fund shows potential but faces several challenges that could impact future performance.
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H
HSBC Financial Services Fund
The HSBC Financial Services Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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H
HDFC Nifty G-Sec Jul 2031 Index Fund
The HDFC Nifty G-Sec Jul 2031 Index Fund is a decent investment option for conservative investors seeking stability, but it lacks high growth potential.
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L
LIC MF Multi Asset Allocation Fund
The LIC MF Multi Asset Allocation Fund shows decent potential but faces challenges in growth consistency and market positioning.
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C
Canara Rob Ultra Short Term Fund
The fund shows decent potential with stable growth and acceptable profitability metrics, but some risks in execution and liquidity should be monitored.
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H
HSBC Equity Savings Fund
The HSBC Equity Savings Fund shows potential for moderate growth, but faces challenges in profitability and valuation metrics.
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B
Baroda BNP Paribas Health and Wellness Fund
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Business Overview
UTI Equity Savings Fund is a hybrid mutual fund designed for investors seeking a balanced approach to equity and fixed income investments. Ideal for conservative investors looking to participate in equity markets with reduced risk, this fund aims to provide capital appreciation while maintaining a safety net through fixed income securities. Its unique structure allows for flexibility in market conditions, making it a prudent choice for long-term wealth creation.
- Hybrid fund combining equity and fixed income
- Ideal for conservative investors
- Aims for capital appreciation with reduced risk
- Flexibility to adapt to market conditions
- Managed by experienced professionals
- Suitable for long-term wealth creation
📊 Stock Investment Checklist (100 Points)
UTI Equity Savings Fund • Updated: 2025-09-29 15:58:31
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10BusinessHighThe fund operates in a sector with moderate growth potential but lacks a significant competitive moat.
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10GrowthHighThe fund has shown consistent revenue growth, but profit growth has been variable.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow generation has been inconsistent.
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8ValuationHighValuation metrics are in line with peers, but there are concerns about future earnings growth.
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7BalanceHighThe balance sheet shows moderate debt levels and reasonable liquidity.
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6GovernanceGoodPromoter holding is decent, but there are some concerns regarding transparency.
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5DriversGoodGrowth drivers are present, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Equity Savings Fund shows decent potential but is hindered by execution risks and inconsistent profitability metrics.