UTI Value Fund(IDCW)
Ticker: mf14611
Decent
68/100
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Business Overview
UTI Value Fund (IDCW) is a well-regarded mutual fund designed for investors seeking long-term capital appreciation through value investing. It focuses on undervalued stocks with strong fundamentals, making it suitable for those looking to build wealth over time. This fund is ideal for risk-conscious investors who believe in the potential of Indian companies to grow. With a seasoned management team and a disciplined investment approach, UTI Value Fund aims to deliver consistent returns while navigating market volatility.
- Long-term capital appreciation
- Focus on undervalued stocks
- Ideal for risk-conscious investors
- Experienced management team
- Disciplined investment approach
- Strong track record of performance
Investment Thesis
UTI Value Fund (IDCW) 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.
- Backed by UTI Asset Management Company, a trusted name in Indian finance.
- Significant growth potential in digital services, catering to evolving investor needs.
- Valuation metrics indicate a favorable position versus industry peers, enhancing upside potential.
- Strong historical performance showcases effective fund management and strategic asset allocation.
- Ideal for investors looking for a blend of stability and growth in their portfolio.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Experienced fund management team
- Potential for long-term capital growth
Risks ⚠️
- Market volatility impact
- Regulatory changes
- Economic downturns
- High expense ratio
- Performance may vary significantly
📊 Stock Investment Checklist (100 Points)
UTI Value Fund(IDCW) • Updated: 2025-10-01 07:49:49
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10BusinessHighThe fund is invested in a diverse range of sectors, but lacks a clear moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
UTI Value Fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.