UTI Medium Duration Fund(F-IDCW)
Ticker: mf17636
Decent
68/100
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Business Overview
UTI Medium Duration Fund (F-IDCW) is designed for investors seeking a balanced approach to fixed income investments. This fund primarily invests in medium-duration debt securities, making it suitable for those looking to earn stable returns while managing interest rate risk. Its focus on high-quality instruments ensures capital preservation, while the potential for attractive yields can enhance overall portfolio performance. Ideal for conservative investors and those nearing financial goals, this fund represents a prudent choice in the current market landscape.
- Invests in medium-duration debt securities
- Suitable for conservative investors
- Focus on capital preservation
- Potential for attractive yields
- Helps manage interest rate risk
- Ideal for those nearing financial goals
Investment Thesis
UTI Medium Duration Fund (F-IDCW) stands out due to its strong promoter credibility and robust digital services growth potential. The fund offers attractive valuations compared to its peers, making it a compelling choice for investors seeking stability and growth in their fixed income portfolio.
- Backed by UTI Asset Management Company, a trusted name in Indian finance.
- Significant growth in digital services enhancing investor accessibility and engagement.
- Competitive valuations compared to similar funds, offering potential for higher returns.
- Focus on medium-duration securities aligns with current interest rate trends.
- Strong historical performance adds to investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in a low-interest environment
- Diversification for fixed income portfolio
- Potential for capital appreciation
- Tax efficiency in long-term investments
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Market volatility affecting NAV
- Liquidity concerns in downturns
📊 Stock Investment Checklist (100 Points)
UTI Medium Duration Fund(F-IDCW) • Updated: 2025-10-01 15:49:07
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth catalysts are limited, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Medium Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.