UTI Ultra Short Duration Fund(FN-IDCW)

Ticker: mf15054
Decent 66/100

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Business Overview

The UTI Ultra Short Duration Fund (FN-IDCW) is designed for conservative investors seeking stable returns with lower risk. This fund invests primarily in short-term debt instruments, making it ideal for those looking to park their money for a short duration while earning attractive interest. It offers liquidity and capital preservation, making it suitable for both individual and institutional investors. With a focus on quality and safety, this fund is a smart choice for managing cash flows effectively.

  • Ideal for conservative investors
  • Focus on short-term debt instruments
  • Offers liquidity and capital preservation
  • Suitable for individual and institutional investors
  • Attractive interest with lower risk
  • Helps in effective cash flow management

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Potential for capital preservation
  • Diversification for fixed income portfolio
  • Suitable for short-term investments
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Liquidity risk in market downturns
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
UTI Ultra Short Duration Fund(FN-IDCW) • Updated: 2025-10-01 22:01:32
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential for stable returns, but investors should be cautious of execution risks and liquidity issues.