UTI Ultra Short Duration Fund(W-IDCW)
Ticker: mf15059
Decent
68/100
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Business Overview
UTI Ultra Short Duration Fund (W-IDCW) is designed for investors seeking short-term investment opportunities with moderate risk. This fund primarily invests in debt and money market instruments, making it suitable for those looking to park their funds for a short duration while aiming for better returns than traditional savings accounts. It offers liquidity and stability, catering to conservative investors and those with short-term financial goals.
- Ideal for short-term investment needs
- Focuses on debt and money market instruments
- Offers liquidity and capital preservation
- Suitable for conservative investors
- Aims for better returns than savings accounts
Investment Thesis
UTI Ultra Short Duration Fund (W-IDCW) stands out due to its credible promoter group, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to deliver stable returns, making it an appealing choice for Indian retail investors seeking reliable fixed income options.
- Strong backing from UTI Asset Management, a trusted name in the industry.
- Significant growth in digital services enhances operational efficiency and customer reach.
- Attractive valuation metrics compared to peer funds, providing better return prospects.
- Focus on ultra-short duration securities ensures lower interest rate risk.
- Consistent performance track record boosts investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in low-interest environment
- Suitable for risk-averse investors
- Potential for capital preservation
- Regular income through dividends
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond holdings
- Market volatility may affect NAV
- Liquidity risk in adverse conditions
📊 Stock Investment Checklist (100 Points)
UTI Ultra Short Duration Fund(W-IDCW) • Updated: 2025-10-01 07:49:42
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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7BalanceHighStrong balance sheet with low debt levels and adequate liquidity.
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6GovernanceGoodPromoter holding is stable with no significant pledging.
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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 68 / 100
• Decent
The UTI Ultra Short Duration Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.