UTIAMC - Swing Trade Analysis with AI Signals
Back to ListSwing Trade Rating: 3.5
| Stock Code | UTIAMC | Market Cap | 12,302 Cr. | Current Price | 958 ₹ | High / Low | 1,495 ₹ |
| Stock P/E | 19.8 | Book Value | 291 ₹ | Dividend Yield | 2.71 % | ROCE | 21.4 % |
| ROE | 16.5 % | Face Value | 10.0 ₹ | DMA 50 | 957 ₹ | DMA 200 | 1,056 ₹ |
| Chg in FII Hold | -0.16 % | Chg in DII Hold | 0.07 % | PAT Qtr | 33.7 Cr. | PAT Prev Qtr | 207 Cr. |
| RSI | 55.2 | MACD | -5.00 | Volume | 3,22,022 | Avg Vol 1Wk | 1,20,646 |
| Low price | 896 ₹ | High price | 1,495 ₹ | PEG Ratio | 1.46 | Debt to equity | 0.03 |
| 52w Index | 10.3 % | Qtr Profit Var | -72.8 % | EPS | 42.0 ₹ | Industry PE | 40.9 |
📈 Optimal Entry Price: 940–960 ₹ (near 50 DMA support)
📉 Exit Strategy: If already holding, consider exiting near 1,000–1,020 ₹ (short-term resistance) or cut losses if price falls below 930 ₹.
Positive
- 📊 EPS at 42.0 ₹ supports valuation strength.
- 📈 Strong ROCE (21.4%) and ROE (16.5%) indicate efficiency.
- 💰 Dividend yield of 2.71% provides steady shareholder returns.
- 📊 RSI at 55.2 reflects balanced momentum.
- 📉 Debt-to-equity ratio at 0.03, showing financial stability.
- 📊 DII holdings increased (+0.07%), showing domestic support.
- 📈 Trading volume (3.22 lakh) above weekly average (1.20 lakh), indicating strong liquidity.
Limitation
- ⚠️ Quarterly PAT declined sharply (207 Cr. → 33.7 Cr.).
- 📉 MACD negative (-5.00), signaling bearish momentum.
- 📊 FII holdings decreased (-0.16%), showing reduced foreign confidence.
- 📉 Current price below 200 DMA (1,056 ₹), showing medium-term weakness.
- ⚠️ 52-week index at 10.3% indicates underperformance relative to peers.
Company Negative News
- ❌ Quarterly profit variation at -72.8% highlights earnings pressure.
- ⚠️ Reduced foreign institutional investor confidence.
Company Positive News
- ✅ Strong efficiency metrics (ROCE, ROE).
- 📈 Dividend yield supports investor returns.
- 📊 Liquidity strength with higher trading volumes.
Industry
- 🌐 Industry PE at 40.9 is higher than UTIAMC’s PE (19.8), suggesting relative undervaluation.
- 📊 Asset management sector benefits from rising retail participation in equity markets.
Conclusion
⚖️ UTIAMC is a cautious swing trade candidate with strong efficiency and dividend support but faces weak technicals and sharp profit decline. Entry near 940–960 ₹ offers a cautious setup, with exit targets around 1,000–1,020 ₹. Strict stop-loss discipline near 930 ₹ is advised due to earnings pressure and bearish momentum.
This analysis frames UTIAMC as a value-backed but technically weak swing candidate. Would you like me to extend this into a peer benchmarking overlay comparing it with HDFC AMC and Nippon Life AMC to evaluate relative strength in the asset management sector?