UTI FTIF-XXXVI-I(1574D)(IDCW)
☆ 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
- Strong historical performance
- Diverse investment portfolio
- Potential for high returns
- Tax benefits on investments
- Market volatility impacts returns
- Interest rate fluctuations
- Regulatory changes affecting funds
- Limited liquidity in certain conditions
-
10BusinessHighThe sector is evolving with increasing demand for financial products.
-
10GrowthHighConsistent revenue growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
-
8ValuationHighValuation metrics are slightly above peers, suggesting caution.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.