UTI Equity Savings Fund(Q-IDCW)

Ticker: mf16275
Decent 66/100

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Business Overview

UTI Equity Savings Fund (Q-IDCW) is a balanced mutual fund designed for investors seeking a blend of equity and fixed income exposure. Ideal for conservative investors looking to generate steady returns with lower risk, this fund invests in a mix of equities, debt, and arbitrage opportunities. It matters because it offers a systematic approach to wealth creation while managing volatility. With a focus on capital preservation and growth, UTI Equity Savings Fund is a strategic choice for those aiming for financial stability.

  • Balanced exposure to equity and debt
  • Suitable for conservative investors
  • Focus on capital preservation
  • Potential for steady returns
  • Diversified investment strategy
  • Managed by experienced professionals
📊 Stock Investment Checklist (100 Points)
UTI Equity Savings Fund(Q-IDCW) • Updated: 2025-10-01 15:47:33
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate reserves.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The UTI Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.