UTI FTIF-XXXVI-I(1574D)(IDCW)

Ticker: mf17513
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

UTI FTIF-XXXVI-I(1574D)(IDCW) is a fixed-term investment fund designed for investors seeking stable returns over a defined period. Ideal for conservative investors looking for predictable income, this fund focuses on fixed-income securities, ensuring capital preservation. With UTI's strong reputation in asset management, this product offers a reliable option for those wanting to diversify their portfolio while minimizing risk. It matters as it provides a structured investment avenue with a clear maturity timeline, catering to the financial goals of individuals and families alike.

  • Designed for conservative investors
  • Focuses on fixed-income securities
  • Capital preservation is a priority
  • Offers predictable income streams
  • Managed by a trusted UTI brand
  • Structured investment with clear maturity timeline

Investment Thesis

UTI FTIF-XXXVI-I stands out as a compelling investment due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it well for future growth and stability, making it an appealing choice for Indian retail investors.

  • Strong backing from UTI, a reputable and established financial institution.
  • Significant growth potential in digital services, tapping into the evolving market.
  • Attractive valuation metrics compared to industry peers, offering a margin of safety.
  • Consistent performance and a focus on investor returns through IDCW.
  • Diversified portfolio enhances resilience against market volatility.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diverse investment portfolio
  • Potential for high returns
  • Tax benefits on investments
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Regulatory changes affecting funds
  • Limited liquidity in certain conditions
📊 Stock Investment Checklist (100 Points)
UTI FTIF-XXXVI-I(1574D)(IDCW) • Updated: 2025-10-01 07:45:01
  • 10
    Business
    High
    The sector is evolving with increasing demand for financial products.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, suggesting caution.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The stock shows decent potential with stable growth and profitability, but valuation and governance concerns warrant caution.