UTI Low Duration Fund(A-IDCW)
Ticker: mf15245
Decent
70/100
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U
UTI Low Duration Fund(FN-IDCW)
The UTI Low Duration Fund shows decent potential with stable growth and manageable risks, but investors should remain cautious about execution and governance issues.
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U
UTI Low Duration Fund(F-IDCW)
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, though some execution risks remain.
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U
UTI Low Duration Fund(H-IDCW)
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, but faces challenges in market sentiment and growth drivers.
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U
UTI Low Duration Fund(Q-IDCW)
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.
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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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Business Overview
UTI Low Duration Fund (A-IDCW) is designed for investors seeking stable returns with a moderate risk profile. This fund primarily invests in debt and money market instruments, making it ideal for conservative investors looking to preserve capital while earning reasonable returns. With a focus on liquidity and short-term investments, it caters to those who prefer a low-duration strategy. The fund aims to provide regular income through its Income Distribution cum Capital Withdrawal (IDCW) option, making it a suitable choice for both individual and institutional investors.
- Suitable for conservative investors
- Focus on debt and money market instruments
- Aims for stable, moderate returns
- Offers liquidity with a low-duration strategy
- Regular income through IDCW option
- Managed by experienced professionals
Investment Thesis
UTI Low Duration Fund (A-IDCW) stands out due to its robust promoter credibility, significant growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth.
- Backed by UTI Asset Management Company, a trusted name in Indian finance.
- Digital services expansion enhances accessibility and investor engagement.
- Current valuation offers a favorable entry point compared to similar funds.
- Strong performance history adds to investor confidence.
- Focus on low duration assets mitigates interest rate risk.
Opportunity vs Risk
Opportunities
- Stable returns in low-interest environment
- Potential tax benefits for investors
- Diversification in fixed income portfolio
- Access to professional fund management
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from underlying securities
- Market volatility may affect performance
- Liquidity risk in low duration funds
📊 Stock Investment Checklist (100 Points)
UTI Low Duration Fund(A-IDCW) • Updated: 2025-10-01 22:29:55
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10BusinessHighThe fund operates in a stable sector with moderate growth potential.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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10ValuationHighValuation metrics are in line with peers, but not compelling.
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8BalanceHighBalance sheet is stable with manageable debt levels.
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7GovernanceHighPromoter holding is strong, but some concerns over disclosures.
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5DriversGoodLimited growth drivers identified; execution risks present.
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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 but faces challenges in profitability and growth drivers.