UTI Asset (India) Performance
| UTIAMC Stock | 1,015 4.85 0.48% |
On a scale of 0 to 100, UTI Asset holds a performance score of 18. The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, UTI Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding UTI Asset is expected to be smaller as well. Please check UTI Asset's sortino ratio, skewness, price action indicator, as well as the relationship between the potential upside and rate of daily change , to make a quick decision on whether UTI Asset's existing price patterns will revert.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in UTI Asset Management are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain primary indicators, UTI Asset sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield 0.0216 | Payout Ratio 0.3653 | Forward Dividend Rate 22 | Ex Dividend Date 2023-07-18 |
1 | Canara Bank to sell 13 percent stake in Canara Robeco MF via IPO - The Economic Times | 03/28/2024 |
2 | PPFAS Flexicap Fund bought 8.8 lakh shares of ITC amid BAT stake sale in March - The Economic Times | 04/09/2024 |
3 | Expert view Value emerging in largecap IT stocks, says Amit Premchandani of UTI AMC Mint - Mint | 04/23/2024 |
4 | ETMarkets Fund Manager Talk Stocks from these 5 sectors to dominate FY25 Sachin Trivedi, UTI AMC - The Economic Times | 05/22/2024 |
| Begin Period Cash Flow | 2.1 B |
UTI |
UTI Asset Relative Risk vs. Return Landscape
If you would invest 81,300 in UTI Asset Management on March 28, 2024 and sell it today you would earn a total of 20,230 from holding UTI Asset Management or generate 24.88% return on investment over 90 days. UTI Asset Management is generating 0.3842% of daily returns and assumes 1.643% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than UTI, and 93% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UTI Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UTI Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UTI Asset Management, and traders can use it to determine the average amount a UTI Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2338
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| Small Returns | UTIAMC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.64 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.38 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average UTI Asset is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UTI Asset by adding it to a well-diversified portfolio.
UTI Asset Fundamentals Growth
UTI Stock prices reflect investors' perceptions of the future prospects and financial health of UTI Asset, and UTI Asset fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on UTI Stock performance.
| Return On Equity | 0.18 | ||||
| Return On Asset | 0.13 | ||||
| Profit Margin | 0.44 % | ||||
| Operating Margin | 0.52 % | ||||
| Current Valuation | 133.75 B | ||||
| Shares Outstanding | 127.28 M | ||||
| Price To Book | 2.94 X | ||||
| Price To Sales | 7.21 X | ||||
| Revenue | 17.44 B | ||||
| Gross Profit | 8.94 B | ||||
| EBITDA | 10.29 B | ||||
| Net Income | 363.5 M | ||||
| Total Debt | 1.51 B | ||||
| Book Value Per Share | 344.83 X | ||||
| Cash Flow From Operations | 3.57 B | ||||
| Earnings Per Share | 60.18 X | ||||
| Total Asset | 53.41 B | ||||
| Retained Earnings | 43.88 B | ||||
About UTI Asset Performance
To evaluate UTI Asset Management Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when UTI Asset generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare UTI Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand UTI Asset Management market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents UTI's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.UTI Asset is entity of India. It is traded as Stock on NSE exchange.Things to note about UTI Asset Management performance evaluation
Checking the ongoing alerts about UTI Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UTI Asset Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| UTI Asset Management is unlikely to experience financial distress in the next 2 years | |
| About 35.0% of the company outstanding shares are owned by insiders |
- Analyzing UTI Asset's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UTI Asset's stock is overvalued or undervalued compared to its peers.
- Examining UTI Asset's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating UTI Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UTI Asset's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of UTI Asset's stock. These opinions can provide insight into UTI Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for UTI Stock analysis
When running UTI Asset's price analysis, check to measure UTI Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UTI Asset is operating at the current time. Most of UTI Asset's value examination focuses on studying past and present price action to predict the probability of UTI Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UTI Asset's price. Additionally, you may evaluate how the addition of UTI Asset to your portfolios can decrease your overall portfolio volatility.
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