Portfolio Alerts Watch List Cart

UTI Multi Asset Allocation Fund(IDCW)

Ticker: mf14864
Decent 48/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

H
HDFC Banking and PSU Debt Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential but is facing some challenges that could impact future performance.
View details
H
HDFC Banking and PSU Debt Fund(IDCW)
Score 70/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
View details
A
Aditya Birla SL Value Fund(IDCW)
Score 68/100 Decent
The Aditya Birla SL Value Fund shows decent potential, but investors should be cautious due to inconsistent growth and valuation concerns.
View details
A
Aditya Birla SL Value Fund(IDCW Reinvest)
Score 72/100 Decent
The Aditya Birla SL Value Fund shows decent potential with consistent growth and a solid business model, though some risks remain.
View details
K
Kotak Income Plus Arbitrage Omni FOF(IDCW)
Score 48/100 Risky
The fund exhibits several risks with limited growth potential and weak market sentiment, making it a risky investment.
View details
K
Kotak Income Plus Arbitrage Omni FOF(IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution risks and liquidity issues.
View details
D
DSP Low Duration Fund(Q-IDCW Reinv)
Score 70/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
View details
D
DSP Low Duration Fund(M-IDCW Reinv)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
View details
D
DSP Low Duration Fund(W-IDCW)
Score 72/100 Decent
The DSP Low Duration Fund shows decent performance metrics but faces challenges in profitability consistency and valuation relative to peers.
View details
D
DSP Low Duration Fund(Q-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.
View details
D
DSP Low Duration Fund(M-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but attention should be paid to profitability and governance aspects.
View details
D
DSP Low Duration Fund(DD-IDCW)
Score 68/100 Decent
The DSP Low Duration Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and governance concerns.
View details
K
Kotak Banking and PSU Debt Fund(M-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential but faces several challenges that could impact future performance.
View details
K
Kotak Banking and PSU Debt Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent potential but has several challenges that could impact future performance.
View details
U
Union Liquid Fund(M-IDCW)
Score 68/100 Decent
The Union Liquid Fund shows decent potential with stable growth and profitability metrics, though some execution risks remain.
View details
U
Union Liquid Fund(FN-IDCW Payout)
Score 63/100 Decent
The fund shows decent performance metrics but faces challenges in growth and profitability consistency.
View details

Business Overview

UTI Multi Asset Allocation Fund (IDCW) is a diversified mutual fund designed for investors seeking a balanced investment approach across multiple asset classes. This fund is ideal for those looking to achieve long-term wealth creation while managing risk effectively. With a strategic allocation to equities, debt, and gold, it aims to provide stability and growth in various market conditions. This fund's professional management and disciplined investment strategy make it a reliable choice for both new and seasoned investors.

  • Diversified investment across equities, debt, and gold
  • Ideal for long-term wealth creation
  • Professional management by experienced fund managers
  • Risk management through asset allocation
  • Suitable for both new and seasoned investors

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Suitable for risk-averse investors
  • Tax benefits under Section 80C
  • Professional fund management expertise
Risks ⚠️
  • Market volatility affects returns
  • Interest rate fluctuations impact bonds
  • Limited liquidity in some assets
  • Management fees may reduce gains
  • Regulatory changes can impact performance
📊 Stock Investment Checklist (100 Points)
UTI Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 07:49:12
  • 10
    Business
    High
    The fund operates in a diversified asset allocation space, which is future-ready but lacks a strong moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed, but growth rates are moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is not consistently higher than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns regarding 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 48 / 100 • Decent
The UTI Multi Asset Allocation Fund has a decent score, indicating moderate potential but also notable risks. It is suitable for investors looking for diversification but should be approached with caution.