UTI Ultra Short Duration Fund(DD-IDCW)

Ticker: mf15058
Decent 66/100

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Business Overview

The UTI Ultra Short Duration Fund (DD-IDCW) is designed for investors seeking a stable income with lower interest rate risk. Ideal for conservative investors and those looking to park their funds for a short duration, this fund invests primarily in debt and money market instruments. It aims to provide reasonable returns while maintaining liquidity, making it a suitable choice for both individual and institutional investors.

  • Focuses on short-term debt instruments
  • Ideal for conservative investors
  • Offers liquidity and stability
  • Aims for reasonable returns
  • Managed by experienced professionals

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Diversification for fixed income portfolio
  • Potential tax benefits on dividends
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from underlying securities
  • Market volatility affecting fund performance
📊 Stock Investment Checklist (100 Points)
UTI Ultra Short Duration Fund(DD-IDCW) • Updated: 2025-10-01 15:51:46
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been volatile.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers are present but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with stable growth prospects, but investors should be cautious due to execution risks and liquidity concerns.