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UTI Dynamic Bond Fund(F-IDCW)

Ticker: mf16542

Decent 68/100

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Business Overview

UTI Dynamic Bond Fund (F-IDCW) is an actively managed debt mutual fund designed to adapt to changing interest rate environments. Ideal for conservative investors seeking stable income and capital preservation, this fund invests in a mix of government and corporate bonds. Its dynamic approach allows for flexibility in duration and credit quality, making it suitable for both short-term and long-term financial goals. With a strong track record and experienced management, it aims to provide consistent returns while managing risk effectively.

Actively managed for optimal returns
Suitable for conservative investors
Invests in diverse debt instruments
Adapts to changing interest rates
Strong track record and experienced management
Focus on stability and capital preservation

Investment Thesis

UTI Dynamic Bond Fund stands out due to its strong promoter group, UTI Asset Management Company, which boasts a credible track record. The fund is well-positioned to capitalize on the growing digital services landscape, enhancing accessibility for investors. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stability and growth.

Strong backing from UTI Asset Management, a reputable name in the industry.
Significant growth potential in digital services, improving investor engagement.
Attractive valuation metrics compared to competing bond funds.
Diversified portfolio strategy aimed at risk-adjusted returns.
Consistent performance history, instilling confidence among investors.

📊 Stock Investment Checklist (100 Points)

UTI Dynamic Bond Fund(F-IDCW) • Updated: 2025-10-01 15:46:34

10

Business
High

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

Growth
High

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

Profitability
High

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

Valuation
High

Valuation metrics are average compared to peers.
7

Balance
High

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

Governance
Good

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

Drivers
Good

Limited growth catalysts identified, with some execution risks.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The UTI Dynamic Bond Fund shows decent potential but faces challenges in profitability and growth drivers.