UTI Large Cap Fund(IDCW)

Ticker: mf14453
Decent 68/100

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Business Overview

The UTI Large Cap Fund (IDCW) is a premier mutual fund designed for investors seeking long-term capital appreciation through investments in large-cap companies. This fund is ideal for individuals looking to build a robust portfolio with a focus on stability and growth. It matters because large-cap stocks tend to be more resilient during market fluctuations, providing a sense of security. With a strong track record and professional management, this fund offers a reliable avenue for wealth creation.

  • Focuses on large-cap companies for stability
  • Ideal for long-term capital appreciation
  • Managed by experienced professionals
  • Resilient during market fluctuations
  • Aims to build a robust investment portfolio

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified large-cap exposure
  • Potential for long-term growth
  • Professional fund management
  • Tax benefits on investments
Risks ⚠️
  • Market volatility impacts returns
  • High expense ratio
  • Limited to large-cap stocks
  • Economic downturns affect performance
  • Regulatory changes may impact fund
📊 Stock Investment Checklist (100 Points)
UTI Large Cap Fund(IDCW) • Updated: 2025-10-01 07:46:38
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the last few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with low debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable with minimal pledging.
  • 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 UTI Large Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks remain.