UTI Low Duration Fund(F-IDCW)
Ticker: mf15247
Decent
68/100
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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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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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Business Overview
UTI Low Duration Fund is a debt mutual fund designed for investors seeking stable returns with moderate risk. Ideal for those looking to park their money for a short to medium term, this fund invests in low-duration debt instruments, ensuring liquidity while aiming for capital preservation. With a focus on quality credit and active management, it provides a reliable option for conservative investors wanting to diversify their portfolio. This fund is particularly beneficial for individuals looking to generate income while minimizing interest rate risk.
- Designed for short to medium-term investment
- Focuses on low-duration debt instruments
- Aims for capital preservation and stable returns
- Managed by experienced professionals
- Suitable for conservative investors
- Helps in portfolio diversification
Investment Thesis
UTI Low Duration Fund (F-IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This fund is well-positioned to deliver consistent returns, making it a compelling choice for Indian retail investors seeking stability and growth in their portfolios.
- Strong backing from UTI Asset Management, a trusted name in the industry.
- Significant growth potential in digital services, enhancing operational efficiency.
- Attractive valuation metrics compared to similar funds, offering better risk-adjusted returns.
- Focus on low duration investments to mitigate interest rate risks.
- Proven track record of delivering stable returns, appealing to conservative investors.
Opportunity vs Risk
Opportunities
- Stable returns in low-interest environment
- Diversification for fixed income portfolio
- Potential tax benefits on dividends
- Suitable for conservative investors
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Liquidity concerns in market downturns
- Limited growth compared to equities
📊 Stock Investment Checklist (100 Points)
UTI Low Duration Fund(F-IDCW) • Updated: 2025-10-01 22:30:14
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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 reasonable compared to peers.
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6BalanceGoodDebt 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 exist.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, though some execution risks remain.