Mirae Asset Ultra Short Duration Fund(IDCW)

Ticker: mf15631
Decent 70/100

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Business Overview

Mirae Asset Ultra Short Duration Fund is designed for investors seeking a stable income with lower risk. Ideal for conservative investors and those looking to park their funds for a short duration, this fund offers liquidity and capital preservation. It invests primarily in debt and money market instruments, ensuring a balanced approach to growth and safety. With a professional management team and a focus on quality assets, this fund is a reliable choice for wealth accumulation in a fluctuating market.

  • Stable income generation
  • Lower risk profile
  • Ideal for conservative investors
  • Focus on capital preservation
  • Professional fund management
  • Liquidity for short-term needs

Investment Thesis

Mirae Asset Ultra Short Duration Fund stands out due to its strong promoter credibility and robust track record. With the increasing shift towards digital financial services, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and returns.

  • Backed by a reputable promoter group with a proven track record.
  • Capitalizes on the growing digital services sector in finance.
  • Offers attractive valuation metrics compared to industry peers.
  • Focuses on short-duration investments, minimizing interest rate risk.
  • Ideal for conservative investors seeking steady income with growth potential.

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Potential for capital preservation
  • Diversification in fixed income portfolio
  • Suitable for short-term goals
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from underlying securities
  • Liquidity risk in market downturns
  • Limited growth potential compared to equities
📊 Stock Investment Checklist (100 Points)
Mirae Asset Ultra Short Duration Fund(IDCW) • Updated: 2025-10-01 15:11:04
  • 10
    Business
    High
    The fund operates in a stable fixed income sector but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth due to steady demand for ultra-short duration funds.
  • 10
    Profitability
    High
    Moderate ROE and ROCE, with cash flow aligning well with net profit.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, indicating fair pricing.
  • 8
    Balance
    High
    Strong liquidity position with manageable debt levels.
  • 7
    Governance
    High
    Promoter holding is decent, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts, with potential execution risks in changing interest rate environments.
  • 3
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 70 / 100 • Decent
The Mirae Asset Ultra Short Duration Fund is positioned well within its sector, showing decent growth and profitability metrics, though it faces some risks related to governance and market sentiment.