UTI Medium Duration Fund(H-IDCW)
Ticker: mf17632
Decent
68/100
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U
UTI Medium Duration Fund(M-IDCW)
The UTI Medium Duration Fund shows potential but faces challenges in growth consistency and market sentiment.
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U
UTI Medium Duration Fund(A-IDCW)
The UTI Medium Duration Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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U
UTI Medium Duration Fund(Q-IDCW)
The UTI Medium Duration Fund shows decent potential but has several areas of concern that could impact future performance.
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U
UTI Medium Duration Fund(F-IDCW)
The UTI Medium Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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S
SBI BSE PSU Bank Index Fund(IDCW Payout)
The SBI BSE PSU Bank Index Fund shows moderate potential but is hindered by growth and profitability concerns. Investors should proceed with caution.
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S
SBI BSE PSU Bank Index Fund(IDCW)
The SBI BSE PSU Bank Index Fund shows potential but is hindered by sector-specific challenges and inconsistent performance metrics.
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T
TRUSTMF Corporate Bond Fund(M-IDCW)
The TRUSTMF Corporate Bond Fund shows potential but is currently facing several risks that could impact future performance.
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G
Groww Gold ETF FOF(IDCW)
The Groww Gold ETF FOF presents a decent investment opportunity, but investors should be cautious of growth inconsistencies and market sentiment.
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I
ITI Dynamic Bond Fund(A-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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I
ITI Dynamic Bond Fund(M-IDCW)
The fund shows potential but carries significant risks due to inconsistent growth and market volatility.
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I
ITI Dynamic Bond Fund(H-IDCW)
The fund shows potential for moderate returns but carries some risks that need to be monitored.
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I
ITI Dynamic Bond Fund(Q-IDCW)
The fund shows potential but faces challenges in growth and market sentiment.
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S
SBI FMP-54-1842D(IDCW)
The stock shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
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B
Baroda BNP Paribas Aqua FoF(IDCW)
The fund shows potential in a growing sector but faces challenges in profitability and execution risks.
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F
Franklin India Long Duration Fund(IDCW)
The fund shows decent potential with stable growth and profitability metrics, but faces some execution risks and market sentiment challenges.
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F
Franklin India Long Duration Fund(IDCW Payout)
The 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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Business Overview
UTI Medium Duration Fund (H-IDCW) is designed for investors seeking a balanced approach to fixed income with moderate risk. This fund primarily invests in medium-term debt instruments, making it suitable for those looking to generate steady income while preserving capital. It is ideal for conservative investors aiming for better returns than traditional savings options, with a focus on liquidity and stability. With a strong track record and professional management, this fund is a reliable choice for wealth creation over the medium term.
- Moderate risk profile for stable returns
- Invests in medium-term debt instruments
- Suitable for conservative investors
- Focus on capital preservation and liquidity
- Managed by experienced professionals
Investment Thesis
UTI Medium Duration Fund 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 capture market opportunities, making it a compelling choice for investors seeking stability and growth.
- Backed by UTI Asset Management Company, a trusted name in Indian finance.
- Significant growth in digital services enhances accessibility and investor engagement.
- Valuation metrics indicate potential upside compared to industry peers.
- Focus on medium-duration bonds offers a balanced risk-return profile.
- Strong historical performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in medium duration
- Potential for capital appreciation
- Tax benefits on long-term gains
- Diversification in fixed income
- Experienced fund management team
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bond issuers
- Market volatility impact
- Liquidity concerns in downturns
- Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
UTI Medium Duration Fund(H-IDCW) • Updated: 2025-10-01 07:47:00
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth drivers are present but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Medium Duration Fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.