UTI Low Duration Fund
Ticker: mf12778
Decent
68/100
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Business Overview
UTI Low Duration Fund is an ideal investment option for conservative investors seeking stable returns with moderate risk. Designed for those looking to park their money for a short to medium term, this fund primarily invests in debt securities with a low duration. It aims to provide liquidity while generating reasonable income. With a strong track record and professional management, it stands out as a reliable choice in the fixed income space.
- Targeted at conservative investors
- Focuses on short to medium-term investments
- Invests in low-duration debt securities
- Offers liquidity and stable returns
- Managed by experienced professionals
- Strong historical performance
Investment Thesis
UTI Low Duration Fund stands out due to its strong promoter credibility, robust digital service growth potential, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth in the fixed income space.
- Backed by UTI Asset Management, a trusted name in Indian finance.
- Significant growth in digital services enhances operational efficiency.
- Valuation metrics indicate potential for upside against industry peers.
- Focus on low-duration assets mitigates interest rate risk.
- Strong historical performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in low interest rates
- Diversification for fixed income portfolio
- Tax benefits on long-term investments
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Market volatility affects NAV
📊 Stock Investment Checklist (100 Points)
UTI Low Duration Fund • Updated: 2025-09-29 16:29:53
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are average compared to peers.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns about transparency.
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5DriversGoodGrowth drivers are limited, with potential execution risks.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Low Duration Fund shows decent potential but faces challenges in profitability and growth drivers.