UTI Low Duration Fund(M-IDCW)
Ticker: mf15250
Decent
68/100
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U
UTI Low Duration Fund(W-IDCW)
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.
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U
UTI Low Duration Fund(DD-IDCW)
The UTI Low Duration Fund shows decent potential but faces several risks that could impact performance.
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T
Tata Treasury Advantage Fund(W-IDCW Payout)
The Tata Treasury Advantage Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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T
Tata Treasury Advantage Fund(IDCW-Payout)
The Tata Treasury Advantage Fund shows decent potential with stable growth and profitability metrics, though some execution risks exist.
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T
Tata Treasury Advantage Fund(IDCW)
The Tata Treasury Advantage Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
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T
Tata Treasury Advantage Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.
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T
Tata Treasury Advantage Fund(DD-IDCW)
The fund shows potential but is currently facing several challenges that make it a risky investment.
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D
DSP Healthcare Fund(IDCW-Reinv)
The DSP Healthcare Fund shows a decent investment opportunity with solid growth prospects and profitability metrics, but some risks related to execution and governance should be monitored.
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D
DSP Healthcare Fund(IDCW)
The DSP Healthcare Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics. Caution is advised.
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K
Kotak Floating Rate Fund(IDCW)
The Kotak Floating Rate Fund shows decent potential with stable growth and manageable risks, but lacks a strong competitive edge.
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K
Kotak Debt Hybrid Fund(M-IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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K
Kotak Debt Hybrid Fund(M-IDCW Payout)
The Kotak Debt Hybrid Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.
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T
Tata Multicap Fund(IDCW)
The Tata Multicap Fund shows a decent potential for growth with a well-diversified portfolio, though some risks and valuation concerns exist.
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T
Tata Multicap Fund(IDCW-Payout)
The Tata Multicap Fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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K
Kotak Pioneer Fund(IDCW-Payout)
The Kotak Pioneer Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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K
Kotak Pioneer Fund(IDCW)
The Kotak Pioneer Fund shows decent potential with consistent growth and a solid business model, but caution is advised due to some execution risks.
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Business Overview
UTI Low Duration Fund (M-IDCW) is a mutual fund designed for investors seeking stable returns with a moderate risk profile. Ideal for those looking to park their money for a short to medium duration, this fund focuses on debt instruments, offering liquidity and capital preservation. Its strategic investment approach aims to balance growth and safety, making it a suitable choice for conservative investors and those planning short-term financial goals.
- Designed for short to medium-term investments
- Focuses on debt instruments for stability
- Offers liquidity and capital preservation
- Ideal for conservative investors
- Helps in achieving short-term financial goals
Investment Thesis
UTI Low Duration Fund (M-IDCW) stands out due to its strong promoter credibility, robust digital service growth potential, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns, making it a compelling choice for Indian retail investors seeking stability and growth.
- 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 it is competitively priced against similar funds.
- Focus on low-duration assets mitigates interest rate risks.
- Potential for steady income amidst market volatility.
Opportunity vs Risk
Opportunities
- Stable income generation
- Diversification in fixed income
- Potential for capital appreciation
- Low interest rate environment
- Tax efficiency for investors
Risks ⚠️
- Interest rate fluctuations
- Credit risk of underlying assets
- Market volatility impact
- Liquidity concerns in downturns
- Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
UTI Low Duration Fund(M-IDCW) • Updated: 2025-10-01 22:30:44
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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 acceptable, but cash flow is volatile.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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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 Low Duration Fund shows decent potential but lacks strong growth drivers and faces some risks.