UTI Income Plus Arbitrage Active FoF

Ticker: mf13448
Decent 48/100

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Business Overview

UTI Income Plus Arbitrage Active FoF is a dynamic mutual fund designed for investors seeking stable returns through a blend of arbitrage opportunities and fixed income. Ideal for conservative investors looking to balance risk and reward, this fund capitalizes on market inefficiencies while providing a cushion against volatility. Its professional management ensures optimal asset allocation, making it a reliable choice for long-term wealth creation.

  • Designed for conservative investors
  • Focuses on stable, risk-adjusted returns
  • Utilizes arbitrage opportunities
  • Professionally managed for optimal performance
  • Helps in wealth creation over the long term

Opportunity vs Risk

Opportunities
  • Diversified portfolio reduces risk
  • Potential for steady income
  • Low correlation with equity markets
  • Suitable for conservative investors
Risks ⚠️
  • Market volatility affects returns
  • Interest rate changes impact performance
  • Limited growth potential
  • Management fees may reduce profits
📊 Stock Investment Checklist (100 Points)
UTI Income Plus Arbitrage Active FoF • Updated: 2025-09-29 16:00:11
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit growth.
  • 8
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 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 fund shows potential but faces challenges in growth consistency and market sentiment.


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