UTI Equity Savings Fund(M-IDCW)

Ticker: mf16276
Decent 48/100

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Business Overview

UTI Equity Savings Fund (M-IDCW) is a hybrid mutual fund designed for investors seeking a balanced approach to equity and debt investments. This fund is ideal for those looking to generate long-term capital appreciation while minimizing risk through strategic asset allocation. It matters because it provides a stable investment option in a volatile market, catering to both conservative and moderately aggressive investors.

  • Hybrid fund combining equity, debt, and arbitrage.
  • Suitable for conservative investors seeking growth.
  • Aims to provide regular income through dividends.
  • Professional management by experienced fund managers.
  • Helps in diversification of investment portfolio.
📊 Stock Investment Checklist (100 Points)
UTI Equity Savings Fund(M-IDCW) • Updated: 2025-10-01 15:47:25
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Revenue growth has been consistent, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor pledging issues.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are high.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund has potential but faces several challenges that could impact future performance.