UTI Low Duration Fund(W-IDCW)
Ticker: mf15251
Decent
68/100
☆ Add to Watchlist
More Options
U
UTI Low Duration Fund(DD-IDCW)
The UTI Low Duration Fund shows decent potential but faces several risks that could impact performance.
View details
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.
View details
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.
View details
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.
View details
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.
View details
T
Tata Treasury Advantage Fund(DD-IDCW)
The fund shows potential but is currently facing several challenges that make it a risky investment.
View details
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.
View details
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.
View details
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.
View details
K
Kotak Debt Hybrid Fund(M-IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
E
Edelweiss Aggressive Hybrid Fund(IDCW)
The fund shows decent potential with a solid growth trajectory and manageable risks, but attention to execution and governance is necessary.
View details
Business Overview
UTI Low Duration Fund (W-IDCW) is designed for conservative investors seeking stable returns with a moderate risk profile. This fund invests in a mix of short to medium-term debt instruments, making it ideal for individuals looking to park their money for a shorter duration while earning attractive yields. With a focus on capital preservation, it serves as a reliable option for those wanting liquidity and steady income.
- Ideal for conservative investors
- Focus on short to medium-term debt instruments
- Offers potential for stable returns
- Suitable for short-duration investment needs
- Emphasizes capital preservation and liquidity
Investment Thesis
UTI Low Duration Fund (W-IDCW) stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This fund offers a compelling investment opportunity for retail investors seeking stability and growth in their portfolios.
- Backed by UTI Asset Management, a trusted name in the Indian financial landscape.
- Digital services are expanding rapidly, enhancing investor engagement and accessibility.
- Valuations remain attractive relative to similar funds, providing a potential upside.
- Focus on low-duration assets mitigates interest rate risk, appealing to conservative investors.
- Consistent performance track record reinforces confidence in fund management.
Opportunity vs Risk
Opportunities
- Stable returns in low interest rates
- Diversification for fixed income portfolio
- Potential tax benefits on dividends
Risks ⚠️
- Interest rate fluctuations impact returns
- Market volatility affects fund performance
- Credit risk from underlying securities
📊 Stock Investment Checklist (100 Points)
UTI Low Duration Fund(W-IDCW) • Updated: 2025-10-01 15:48:45
-
10BusinessHighThe fund operates in a stable sector with a clear investment model.
-
10GrowthHighConsistent revenue growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
7BalanceHighDebt levels are manageable, with good liquidity.
-
6GovernanceGoodPromoter holding is stable, with adequate disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.