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UTI Floater Fund(F-IDCW)

Ticker: mf15786
Decent 48/100

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U
UTI Floater Fund(A-IDCW)
Score 68/100 Decent
The UTI Floater Fund shows decent fundamentals but faces challenges in profitability and valuation. Investors should be cautious.
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U
UTI Floater Fund(Q-IDCW)
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
The fund faces significant risks due to market volatility and inconsistent performance metrics, making it a risky investment.
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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.
View details
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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Business Overview

UTI Floater Fund (F-IDCW) is a dynamic debt mutual fund designed for investors seeking to benefit from fluctuating interest rates. It primarily invests in floating rate instruments, making it an ideal choice for conservative investors looking for stability and income. This fund aims to provide better returns than traditional fixed deposits while managing interest rate risk effectively. With a focus on capital preservation and liquidity, it caters to both individual and institutional investors looking for a reliable investment option.

  • Dynamic debt mutual fund
  • Invests in floating rate instruments
  • Ideal for conservative investors
  • Aims for better returns than fixed deposits
  • Focus on capital preservation and liquidity
  • Suitable for individual and institutional investors

Opportunity vs Risk

Opportunities
  • Potential for rising interest rates
  • Diversification in fixed income portfolio
  • Stable income through regular payouts
  • Tax benefits under certain conditions
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk of underlying securities
  • Market volatility affecting NAV
  • Limited liquidity in certain scenarios
📊 Stock Investment Checklist (100 Points)
UTI Floater Fund(F-IDCW) • Updated: 2025-10-01 15:48:03
  • 8
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is volatile.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The UTI Floater Fund shows potential but faces challenges in growth consistency and market sentiment.