UTI Focused Fund(IDCW)

Ticker: mf15403
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

The UTI Focused Fund (IDCW) is a dynamic mutual fund designed for investors seeking concentrated exposure to high-quality stocks. This fund is ideal for those looking to maximize their returns through a focused investment strategy, targeting a limited number of high-potential companies. With a robust management team and a disciplined investment approach, the fund aims to deliver superior long-term growth. It matters for investors who want to diversify their portfolio while benefiting from the expertise of UTI's seasoned fund managers.

  • Concentrated investment in high-quality stocks
  • Ideal for long-term growth seekers
  • Managed by experienced professionals
  • Focus on capital appreciation
  • Suitable for investors with a higher risk appetite

Opportunity vs Risk

Opportunities
  • Strong long-term performance potential
  • Diversification across sectors
  • Professional fund management
  • Tax benefits on long-term gains
  • Growing investor interest in equity
Risks ⚠️
  • Market volatility impacts returns
  • Expense ratios may reduce profits
  • Regulatory changes affecting funds
  • Limited liquidity in focused funds
  • Economic downturns can hurt performance
📊 Stock Investment Checklist (100 Points)
UTI Focused Fund(IDCW) • Updated: 2025-10-01 15:48:31
  • 10
    Business
    High
    The fund is invested 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 above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate reserves and liquidity.
  • 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 68 / 100 • Decent
The UTI Focused Fund shows decent potential with consistent growth and a solid business model, but some risks and governance issues need to be monitored.