UTI Low Duration Fund(H-IDCW)
Ticker: mf15248
Decent
58/100
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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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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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Business Overview
The UTI Low Duration Fund (H-IDCW) is designed for conservative investors seeking stable returns over a short to medium-term horizon. This fund invests primarily in debt and money market instruments, making it suitable for those looking to preserve capital while earning reasonable income. With a focus on liquidity and risk management, it caters to individuals who want to balance their investment portfolio without taking on excessive risk.
- Ideal for conservative investors
- Focuses on short to medium-term returns
- Invests in debt and money market instruments
- Emphasizes capital preservation
- Offers liquidity and risk management
Investment Thesis
UTI Low Duration Fund (H-IDCW) stands out due to its strong promoter group, robust credibility, and a promising digital services growth trajectory. With attractive valuations compared to peers, it presents a compelling investment opportunity for Indian retail investors seeking stability and growth.
- Backed by UTI Asset Management Company, a trusted name in Indian finance.
- Significant growth potential in digital services enhancing customer engagement.
- Competitive valuations make it an appealing choice versus similar funds.
- Focus on low-duration assets mitigates interest rate risk.
- Strong track record of performance instills investor confidence.
Opportunity vs Risk
Opportunities
- Stable income generation potential
- Diversification in fixed income
- Low interest rate sensitivity
- Suitable for conservative investors
Risks ⚠️
- Market volatility impact
- Credit risk from underlying assets
- Interest rate fluctuations
- Liquidity concerns in low duration
📊 Stock Investment Checklist (100 Points)
UTI Low Duration Fund(H-IDCW) • Updated: 2025-10-01 22:30:34
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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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8ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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5GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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3DriversLowLimited growth catalysts identified, with some execution risks.
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0TechnicalsLowWeak market sentiment and low liquidity observed.
Final Score & Verdict
Score 58 / 100
• Decent
The UTI Low Duration Fund shows decent potential with stable growth and profitability metrics, but faces challenges in market sentiment and growth drivers.