UTI Long Duration Fund(A-IDCW)

Ticker: mf17274
Decent 68/100

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Business Overview

UTI Long Duration Fund (A-IDCW) is a mutual fund designed for investors seeking stable returns over an extended period. This fund primarily invests in long-term debt instruments, making it suitable for risk-averse individuals looking to enhance their portfolio with fixed-income securities. Its focus on duration helps mitigate interest rate risks while aiming for capital appreciation. With a seasoned management team and a robust investment strategy, this fund stands out in the fixed-income space, appealing to conservative investors aiming for steady growth.

  • Ideal for long-term investors
  • Focuses on long-term debt instruments
  • Mitigates interest rate risks
  • Managed by experienced professionals
  • Aims for capital appreciation
  • Provides stable returns over time

Investment Thesis

UTI Long Duration Fund (A-IDCW) stands out due to its strong promoter credibility, robust digital service expansion, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term growth.

  • Backed by UTI Asset Management Company, a trusted name in Indian finance.
  • Significant focus on digital services, tapping into the growing fintech trend.
  • Valuation metrics indicate potential for upside against industry competitors.
  • Strong historical performance enhances investor confidence.
  • Diversified portfolio reduces risk while maximizing returns.

Opportunity vs Risk

Opportunities
  • Potential for long-term capital growth
  • Stable income through regular dividends
  • Diversification in fixed income assets
  • Rising interest rates may boost returns
Risks ⚠️
  • Interest rate fluctuations impact NAV
  • Credit risk from bond issuers
  • Market volatility affects fund performance
  • Liquidity concerns in long-duration bonds
📊 Stock Investment Checklist (100 Points)
UTI Long Duration Fund(A-IDCW) • Updated: 2025-10-01 22:29:17
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive advantage.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with OCF slightly lagging behind net profit.
  • 8
    Valuation
    High
    Valuation metrics are average compared to peers, indicating limited upside.
  • 7
    Balance
    High
    The balance sheet shows manageable debt levels but limited reserves.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are limited, with several execution risks identified.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Long Duration Fund shows moderate potential but faces several challenges that could hinder performance.