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UTI Floater Fund(A-IDCW)

Ticker: mf15787
Decent 68/100

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U
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Score 58/100 Decent
The UTI Floater Fund shows moderate potential with some strengths in growth and profitability, but faces challenges in governance and market sentiment.
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D
DSP World Gold Mining Overseas Equity Omni FoF(IDCW)
Score 48/100 Risky
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D
DSP World Gold Mining Overseas Equity Omni FoF(IDCW Reinvest)
Score 48/100 Risky
The fund faces several challenges including high valuation and inconsistent profitability, making it a risky investment.
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J
JM Midcap Fund(IDCW)
Score 68/100 Decent
The JM Midcap Fund shows potential but faces challenges in growth consistency and valuation metrics, suggesting a cautious approach.
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C
Canara Rob Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management.
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H
HDFC Technology Fund(IDCW)
Score 68/100 Decent
HDFC Technology Fund shows decent potential with strong growth and profitability metrics, but investors should be cautious of execution risks.
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H
HDFC Technology Fund(IDCW Reinvest)
Score 68/100 Decent
The HDFC Technology Fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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N
Nippon India Nifty Alpha Low Volatility 30 Index Fund(IDCW)
Score 66/100 Decent
The Nippon India Nifty Alpha Low Volatility 30 Index Fund offers a decent investment option for conservative investors seeking stability over high growth.
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I
Invesco India Financial Services Fund(IDCW)
Score 68/100 Decent
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics.
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K
Kotak Active Momentum Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Active Momentum Fund shows decent potential with a solid growth trajectory and reasonable valuations, but investors should be cautious of execution risks.
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K
Kotak Active Momentum Fund(IDCW)
Score 68/100 Decent
The Kotak Active Momentum Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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S
Sundaram ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth, but there are risks related to profitability and execution.
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I
ICICI Pru Exports & Services Fund(IDCW-Payout)
Score 66/100 Decent
The fund shows potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised.
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I
ICICI Pru Exports & Services Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and valuation concerns.
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B
Bank of India ELSS Tax Saver(IDCW)
Score 66/100 Decent
While Bank of India ELSS Tax Saver shows potential in a growing sector, its inconsistent growth and moderate profitability metrics suggest caution for investors.
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U
Union Balanced Advantage Fund(IDCW Payout)
Score 68/100 Decent
The Union Balanced Advantage Fund shows a decent overall performance with solid growth potential and a stable financial position, making it a viable investment option.
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Business Overview

UTI Floater Fund (A-IDCW) is a dynamic debt fund designed to provide investors with a steady income while managing interest rate risks. Ideal for conservative investors seeking stability, it invests primarily in floating rate instruments, ensuring that returns align with changing market conditions. This fund is particularly beneficial in a rising interest rate environment, as it aims to protect capital while generating attractive yields. With a strong track record and professional management, UTI Floater Fund is a reliable choice for wealth preservation and growth.

  • Dynamic debt fund with floating rate instruments
  • Ideal for conservative investors
  • Mitigates interest rate risks
  • Attractive yields in rising rate environments
  • Strong track record and professional management
  • Supports wealth preservation and growth

Opportunity vs Risk

Opportunities
  • Stable income from floating rates
  • Potential for capital appreciation
  • Diversification in debt portfolio
  • Inflation protection through floating rates
Risks ⚠️
  • Interest rate volatility
  • Credit risk from underlying bonds
  • Liquidity concerns in market downturns
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
UTI Floater Fund(A-IDCW) • Updated: 2025-10-01 15:47:50
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive edge.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 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 stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low trading volume.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Floater Fund shows decent fundamentals but faces challenges in profitability and valuation. Investors should be cautious.