UTI Value Fund
Ticker: mf12532
Decent
48/100
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Business Overview
UTI Value Fund is a well-established mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of undervalued stocks. Ideal for conservative investors and those looking to build wealth over time, this fund focuses on companies with strong fundamentals and growth potential. It matters because it combines expert management with a disciplined investment approach, aiming to deliver consistent returns. With a proven track record and a commitment to transparency, UTI Value Fund is a reliable choice for your investment journey.
- Long-term capital appreciation
- Diversified portfolio of undervalued stocks
- Expert fund management
- Focus on strong fundamentals
- Proven track record
- Commitment to transparency
Investment Thesis
UTI Value Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term gains.
- Strong backing from UTI Asset Management, a reputable promoter group.
- Significant growth potential in digital services, catering to evolving investor needs.
- Attractive valuation metrics compared to industry peers, enhancing upside potential.
- Proven track record of consistent performance and risk management.
- Focus on value investing aligns with current market sentiments.
Opportunity vs Risk
Opportunities
- Strong long-term performance record
- Diverse investment portfolio
- Experienced fund management team
- Potential for market recovery gains
Risks ⚠️
- Market volatility affecting returns
- Economic slowdown impact
- High expense ratio
- Limited liquidity in certain assets
📊 Stock Investment Checklist (100 Points)
UTI Value Fund • Updated: 2025-09-29 16:03:34
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10BusinessHighThe fund operates in a competitive sector with a clear investment strategy, but lacks a significant moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are moderate, while OCF is stable but not exceptional compared to peers.
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8ValuationHighValuation metrics like P/E and P/B are slightly above average, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is decent, but there are concerns regarding pledging.
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5DriversGoodGrowth drivers are limited, with execution risks present in the current market environment.
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5TechnicalsGoodMarket sentiment is neutral with low momentum and liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
UTI Value Fund presents a decent investment opportunity, but potential investors should be cautious due to inconsistent growth and valuation concerns.