UTI Low Duration Fund(Q-IDCW)
Ticker: mf15249
Decent
70/100
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U
UTI Low Duration Fund(M-IDCW)
The UTI Low Duration Fund shows decent potential but lacks strong growth drivers and faces some risks.
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U
UTI Low Duration Fund(W-IDCW)
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.
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U
UTI Low Duration Fund(DD-IDCW)
The UTI Low Duration Fund shows decent potential but faces several risks that could impact performance.
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T
Tata Treasury Advantage Fund(W-IDCW Payout)
The Tata Treasury Advantage Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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T
Tata Treasury Advantage Fund(IDCW-Payout)
The Tata Treasury Advantage Fund shows decent potential with stable growth and profitability metrics, though some execution risks exist.
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T
Tata Treasury Advantage Fund(IDCW)
The Tata Treasury Advantage Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
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T
Tata Treasury Advantage Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.
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T
Tata Treasury Advantage Fund(DD-IDCW)
The fund shows potential but is currently facing several challenges that make it a risky investment.
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D
DSP Healthcare Fund(IDCW-Reinv)
The DSP Healthcare Fund shows a decent investment opportunity with solid growth prospects and profitability metrics, but some risks related to execution and governance should be monitored.
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D
DSP Healthcare Fund(IDCW)
The DSP Healthcare Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics. Caution is advised.
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K
Kotak Floating Rate Fund(IDCW)
The Kotak Floating Rate Fund shows decent potential with stable growth and manageable risks, but lacks a strong competitive edge.
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K
Kotak Debt Hybrid Fund(M-IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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K
Kotak Debt Hybrid Fund(M-IDCW Payout)
The Kotak Debt Hybrid Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.
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T
Tata Multicap Fund(IDCW)
The Tata Multicap Fund shows a decent potential for growth with a well-diversified portfolio, though some risks and valuation concerns exist.
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T
Tata Multicap Fund(IDCW-Payout)
The Tata Multicap Fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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K
Kotak Pioneer Fund(IDCW-Payout)
The Kotak Pioneer Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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Business Overview
The UTI Low Duration Fund (Q-IDCW) is a debt mutual fund designed for investors seeking stable income with moderate risk. Ideal for those looking to park their funds for a short to medium duration, it aims to provide better returns than traditional savings options. This fund is managed by experienced professionals, ensuring prudent investment strategies and risk management. With its focus on low-duration securities, it offers liquidity and capital preservation, making it a reliable choice for conservative investors.
- Designed for short to medium-term investors
- Focus on low-duration securities for stability
- Managed by experienced professionals
- Offers liquidity and capital preservation
- Aims for better returns than traditional savings options
Investment Thesis
UTI Low Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This makes it a compelling choice for retail investors seeking stability and growth in their fixed income portfolio.
- Backed by UTI Asset Management, a trusted name in the financial sector.
- Significant growth in digital services enhances accessibility and investor engagement.
- Valuation metrics indicate it is competitively priced against similar funds.
- Focus on low duration assets mitigates interest rate risk, appealing to conservative investors.
- Consistent performance track record instills confidence in long-term returns.
Opportunity vs Risk
Opportunities
- Stable returns in low-interest environment
- Potential for capital appreciation
- Diversification in fixed income portfolio
- Tax benefits on long-term investments
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Liquidity risk in low demand periods
- Market volatility affecting NAV
📊 Stock Investment Checklist (100 Points)
UTI Low Duration Fund(Q-IDCW) • Updated: 2025-10-01 15:48:39
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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10ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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8BalanceHighDebt levels are manageable with adequate liquidity.
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7GovernanceHighPromoter holding is strong with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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3TechnicalsLowMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 70 / 100
• Decent
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.