UTI Ultra Short Duration Fund(Q-IDCW)
Ticker: mf15056
Decent
56/100
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U
UTI Ultra Short Duration Fund(F-IDCW)
The UTI Ultra Short Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution should be monitored.
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U
UTI Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth prospects, but investors should be cautious due to execution risks and liquidity concerns.
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U
UTI Ultra Short Duration Fund(W-IDCW)
The UTI Ultra Short Duration Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.
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I
Invesco India Focused Fund(IDCW)
The fund shows potential for growth but carries certain risks that need to be monitored closely.
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H
HSBC ELSS Tax saver Fund(IDCW)
The HSBC ELSS Tax Saver Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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A
Axis Consumption Fund(IDCW)
The Axis Consumption Fund shows decent potential for growth with manageable risks, but investors should be cautious about valuation and execution risks.
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S
SBI Banking and PSU Fund(W-IDCW Payout)
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance aspects.
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S
SBI Banking and PSU Fund(M-IDCW Payout)
The fund shows potential but is facing several challenges that may impact future performance.
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S
SBI Banking and PSU Fund(M-IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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S
SBI Banking and PSU Fund(W-IDCW)
The SBI Banking and PSU Fund shows decent potential with some growth opportunities, but investors should be cautious of the risks involved.
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S
SBI Banking and PSU Fund(DD-IDCW)
The fund shows decent potential but is not without its risks. Investors should be cautious.
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T
Tata Multi Asset Allocation Fund(IDCW Payout)
The fund shows potential for moderate growth, but investors should be cautious due to fluctuating profitability and execution risks.
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T
Tata Multi Asset Allocation Fund(IDCW)
The Tata Multi Asset Allocation Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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I
Invesco India Multicap Fund(IDCW)
The Invesco India Multicap Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks.
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E
Edelweiss Large & Mid Cap Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation, making it a cautious investment.
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H
HDFC Banking & Financial Services Fund(IDCW)
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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Business Overview
UTI Ultra Short Duration Fund is designed for investors seeking stable returns with a relatively low risk profile. Ideal for conservative investors looking to park their funds for a short duration, this fund invests in debt and money market instruments. It aims to provide liquidity while generating reasonable income. With a focus on capital preservation, it is suitable for those wanting to balance their portfolio without exposing it to high volatility. This fund is a smart choice for short-term financial goals.
- Designed for conservative investors
- Focus on capital preservation
- Invests in debt and money market instruments
- Offers liquidity with stable returns
- Ideal for short-term financial goals
Investment Thesis
UTI Ultra Short Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions it as a compelling investment for retail investors seeking stability and growth in their portfolios.
- 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 for upside compared to similar funds.
- Focus on ultra-short duration instruments mitigates interest rate risk.
- Consistent performance track record builds investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in low-rate environment
- Suitable for conservative investors
- Potential for capital preservation
- Liquidity for short-term goals
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bond holdings
- Market volatility impact
- Limited growth potential compared to equities
📊 Stock Investment Checklist (100 Points)
UTI Ultra Short Duration Fund(Q-IDCW) • Updated: 2025-10-01 22:01:59
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are decent, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 56 / 100
• Decent
The UTI Ultra Short Duration Fund shows a decent score across various metrics, indicating stability but with some areas of concern.