Portfolio Alerts Watch List Cart

UTI Floater Fund

Ticker: mf12977
Decent 66/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

A
Aditya Birla SL Transportation and Logistics Fund
Score 66/100 Decent
The fund operates in a promising sector but faces challenges in profitability and execution risks.
View details
Q
Quant Momentum Fund
Score 68/100 Decent
The Quant Momentum Fund shows decent potential with a solid growth trajectory and profitability metrics, but caution is advised due to valuation concerns and execution risks.
View details
H
HDFC Transportation and Logistics Fund
Score 68/100 Decent
The fund shows potential for growth in a promising sector, but caution is advised due to valuation concerns and execution risks.
View details
A
Aditya Birla SL Regular Savings Fund
Score 48/100 Decent
The fund shows decent potential with stable growth, but valuation concerns and execution risks should be monitored.
View details
A
Aditya Birla SL Regular Savings Fund(Payment)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks and market sentiment.
View details
A
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund
Score 58/100 Decent
The fund offers a decent investment option for conservative investors seeking stability, but growth potential is limited.
View details
D
DSP Nifty Top 10 Equal Weight Index Fund
Score 70/100 Decent
The DSP Nifty Top 10 Equal Weight Index Fund presents a decent investment opportunity with a balanced approach to growth and profitability, although some risks and valuation concerns exist.
View details
A
Axis Multi Asset Allocation Fund
Score 68/100 Decent
The Axis Multi Asset Allocation Fund shows decent potential with moderate risks. It is suitable for investors looking for diversified exposure but should be approached with caution due to execution risks.
View details
A
Axis Aggressive Hybrid Fund
Score 68/100 Decent
The Axis Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
H
HDFC NIFTY50 Equal Weight Index Fund
Score 48/100 Decent
The HDFC NIFTY50 Equal Weight Index Fund presents a balanced investment opportunity with moderate growth potential, but investors should be cautious of profitability pressures and execution risks.
View details
I
Invesco India Infrastructure Fund
Score 48/100 Risky
The fund faces significant challenges in growth and profitability, making it a risky investment at this time.
View details
Q
Quant Liquid Plan
Score 63/100 Decent
Quant Liquid Plan shows moderate potential but lacks strong growth drivers and profitability metrics.
View details
T
Tata Gilt Securities Fund
Score 68/100 Decent
The Tata Gilt Securities Fund shows decent potential with stable growth and profitability metrics, but lacks strong growth drivers.
View details
P
PGIM India Global Equity Opp FoF
Score 48/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.
View details
B
Baroda BNP Paribas India Consumption Fund
Score 68/100 Decent
The fund shows potential for growth in a favorable sector, but investors should be cautious of execution risks.
View details
M
Mahindra Manulife Flexi Cap Fund
Score 68/100 Decent
The Mahindra Manulife Flexi Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks remain.
View details

Business Overview

The UTI Floater Fund is a dynamic debt mutual fund designed to cater to investors seeking stability and potential returns in a fluctuating interest rate environment. Ideal for conservative investors and those looking to diversify their portfolio, this fund invests primarily in floating rate instruments, offering protection against rising interest rates. Its professional management and focus on credit quality ensure a balanced approach to risk and reward. With a commitment to transparency and investor education, UTI empowers you to make informed financial decisions.

  • Dynamic debt fund for stable returns
  • Ideal for conservative investors
  • Invests in floating rate instruments
  • Protection against rising interest rates
  • Professionally managed for optimal risk
  • Focus on transparency and investor education

Opportunity vs Risk

Opportunities
  • Potential for steady income
  • Diversification in fixed income
  • Tax benefits on long-term gains
  • Rising interest rates favoring floaters
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from underlying securities
  • Market volatility affecting NAV
  • Liquidity concerns during market stress
📊 Stock Investment Checklist (100 Points)
UTI Floater Fund • Updated: 2025-09-29 15:58:49
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model, but lacks a significant competitive moat.
  • 10
    Growth
    High
    Revenue growth has been consistent, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is reasonable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth catalysts are limited, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 66 / 100 • Decent
UTI Floater Fund presents a decent investment opportunity, but investors should be cautious of its growth potential and valuation metrics.