UTI Medium Duration Fund(Q-IDCW)
Ticker: mf17635
Decent
68/100
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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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SBI BSE PSU Bank Index Fund(IDCW)
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TRUSTMF Corporate Bond Fund(M-IDCW)
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Groww Gold ETF FOF(IDCW)
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ITI Dynamic Bond Fund(A-IDCW)
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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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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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ITI Dynamic Bond Fund(Q-IDCW)
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SBI FMP-54-1842D(IDCW)
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Baroda BNP Paribas Aqua FoF(IDCW)
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Franklin India Long Duration Fund(IDCW)
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Franklin India Long Duration Fund(IDCW Payout)
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Aditya Birla SL Aggressive Hybrid Omni FOF(IDCW)
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Aditya Birla SL Aggressive Hybrid Omni FOF(IDCW Payout)
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Nippon India BSE Sensex Next 30 Index Fund(IDCW)
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Business Overview
UTI Medium Duration Fund (Q-IDCW) is a dynamic debt fund designed for investors seeking moderate risk with potential for stable returns. Ideal for those looking to balance their portfolios with fixed-income investments, this fund primarily invests in medium-duration debt securities. Its strategic approach aims to provide capital appreciation while managing interest rate risks. The fund is managed by experienced professionals, ensuring a disciplined investment strategy that aligns with market conditions.
- Moderate risk profile for balanced investors
- Focus on medium-duration debt securities
- Potential for stable returns and capital appreciation
- Managed by experienced investment professionals
- Suitable for portfolio diversification
- Regular income through quarterly dividends
Investment Thesis
The UTI Medium Duration Fund stands out due to its strong promoter group, which enhances credibility and trust among investors. With a growing focus on digital services, this fund is well-positioned to capitalize on the evolving financial landscape. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and growth.
- Strong backing from UTI, a reputable and established financial institution.
- Significant growth potential in digital financial services, enhancing fund accessibility.
- Attractive valuation metrics compared to peer funds, indicating potential for upside.
- Consistent performance track record, instilling confidence in long-term returns.
- Focus on medium-duration assets, balancing risk and return effectively.
Opportunity vs Risk
Opportunities
- Stable returns in medium duration
- Diversification in fixed income
- Potential for capital appreciation
- Tax efficiency for investors
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bonds
- Market volatility impact
- Liquidity concerns in downturns
📊 Stock Investment Checklist (100 Points)
UTI Medium Duration Fund(Q-IDCW) • Updated: 2025-10-01 07:47:16
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10BusinessHighThe fund operates in a stable sector but lacks a strong competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit growth is moderate.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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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 there are concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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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 has several areas of concern that could impact future performance.