UTI Ultra Short Duration Fund(H-IDCW)

Ticker: mf15053
Decent 68/100

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Business Overview

UTI Ultra Short Duration Fund (H-IDCW) is designed for investors seeking short-term investment opportunities with moderate risk. This fund primarily invests in debt and money market instruments, aiming to provide stable returns while preserving capital. It is ideal for those looking to park their funds for a short duration while earning better returns than traditional savings accounts. With a focus on liquidity and capital safety, this fund is a smart choice for conservative investors and those with short-term financial goals.

  • Short-term investment option
  • Focus on debt and money market instruments
  • Moderate risk with stable returns
  • Ideal for conservative investors
  • Provides liquidity and capital safety
  • Suitable for short-term financial goals

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Potential for capital preservation
  • Diversification for fixed income portfolio
  • Suitable for short-term goals
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from underlying securities
  • Market volatility affects NAV
  • Limited growth potential compared to equities
📊 Stock Investment Checklist (100 Points)
UTI Ultra Short Duration Fund(H-IDCW) • Updated: 2025-10-01 22:01:41
  • 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 satisfactory, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but transparency could improve.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Ultra Short Duration Fund shows decent potential with stable growth and manageable risks, but investors should remain cautious about execution and governance aspects.