UTI Mid Cap Fund(IDCW)

Ticker: mf14505
Decent 68/100

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Business Overview

UTI Mid Cap Fund (IDCW) is a dynamic investment option designed for investors looking to capitalize on the growth potential of mid-cap companies in India. This fund aims to generate long-term capital appreciation by investing primarily in mid-cap stocks, making it ideal for those with a moderate risk appetite seeking substantial returns. Its strategic management and diversified portfolio ensure a balanced approach to growth and risk.

  • Focuses on mid-cap companies with high growth potential
  • Ideal for investors seeking long-term capital appreciation
  • Managed by experienced professionals
  • Diversified portfolio to mitigate risks
  • Regular income distribution through IDCW option

Opportunity vs Risk

Opportunities
  • Strong growth potential in mid-cap sector
  • Diversification benefits for investment portfolio
  • Attractive long-term returns expected
  • Experienced fund management team
  • Rising investor interest in mid-caps
Risks ⚠️
  • Market volatility affecting mid-cap stocks
  • Higher expense ratios compared to large caps
  • Economic downturn impacting growth
  • Limited liquidity in some holdings
  • Regulatory changes affecting fund operations
📊 Stock Investment Checklist (100 Points)
UTI Mid Cap Fund(IDCW) • Updated: 2025-10-01 07:47:57
  • 10
    Business
    High
    Mid-cap sector shows potential but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are stable but not exceptional.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns on 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 UTI Mid Cap Fund shows decent potential for growth, but investors should be cautious of execution risks and competitive pressures.