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LIC MF Ultra Short Duration Fund

Ticker: mf13495

Decent 68/100

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Business Overview

LIC MF Ultra Short Duration Fund is designed for investors seeking stable returns with lower risk exposure. Ideal for conservative investors or those looking to park funds for a short duration, this fund focuses on short-term debt instruments, ensuring liquidity and capital preservation. Its strategic approach to managing interest rate risk makes it a reliable choice in volatile markets.

Targeted at conservative investors
Focus on short-term debt instruments
Ensures liquidity and capital preservation
Strategic interest rate risk management
Ideal for short-term financial goals

Investment Thesis

LIC MF Ultra Short Duration Fund stands out due to its strong backing from the LIC promoter group, ensuring credibility and trust. With the growing demand for digital services in the financial sector, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity.

Strong promoter group: Backed by LIC, a trusted name in the Indian financial market.
Digital services growth: Positioned to capitalize on the increasing shift towards digital financial solutions.
Attractive valuation: Offers competitive pricing compared to peer funds, enhancing return potential.
Robust performance: Historical consistency in returns showcases effective fund management.
Risk mitigation: Ultra short duration strategy helps in managing interest rate risks effectively.

Opportunity vs Risk

Opportunities

Potential for stable returns
Low interest rate environment
Diversification in fixed income
Short duration reduces interest risk

Risks ⚠️

Market volatility impacts returns
Credit risk from bonds
Liquidity risk in redemption
Regulatory changes affecting funds

📊 Stock Investment Checklist (100 Points)

LIC MF Ultra Short Duration Fund • Updated: 2025-09-29 14:00:43

10

Business
High

The fund operates in a stable sector but lacks a significant competitive advantage.
10

Growth
High

Consistent revenue growth observed, but profit margins are under pressure.
10

Profitability
High

ROE and ROCE are acceptable, but cash flow is inconsistent.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but there are concerns regarding transparency.
5

Drivers
Good

Limited growth catalysts identified, with execution risks present.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The LIC MF Ultra Short Duration Fund shows decent potential but faces challenges in profitability and valuation metrics.