UTI Medium Duration Fund
Ticker: mf13896
Decent
68/100
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Business Overview
UTI Medium Duration Fund is a dynamic investment option designed for individuals seeking stable returns over a medium-term horizon. Ideal for conservative investors and those looking to balance risk and reward, this fund invests primarily in medium-duration debt securities. It plays a crucial role in portfolio diversification, offering potential for capital appreciation while managing interest rate risk. With a strong track record and professional management, it stands out as a reliable choice for wealth creation.
- Designed for medium-term investors
- Focuses on debt securities for stability
- Helps in portfolio diversification
- Managed by experienced professionals
- Potential for capital appreciation
- Suitable for conservative risk profiles
Investment Thesis
UTI Medium Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. These factors position it as a compelling investment for retail investors seeking stability and growth in their portfolios.
- Backed by UTI Asset Management Company, a trusted name in the Indian financial sector.
- Significant growth in digital services enhances accessibility and investor engagement.
- Valuation metrics indicate potential for appreciation relative to competing funds.
- Strong track record of performance, instilling investor confidence.
- Focus on medium-duration securities provides a balanced risk-return profile.
Opportunity vs Risk
Opportunities
- Potential for steady income
- Diversification in fixed income
- Benefit from interest rate changes
- Suitable for medium-term goals
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bonds
- Market volatility impact
- Liquidity concerns during redemption
📊 Stock Investment Checklist (100 Points)
UTI Medium Duration Fund • Updated: 2025-09-29 16:30:04
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are average, with cash flow being slightly better than net profit.
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8ValuationHighValuation metrics are in line with peers but not compelling.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over transparency.
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5DriversGoodLimited growth catalysts identified, execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Medium Duration Fund shows decent potential but faces challenges in growth consistency and market positioning.