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UTI Medium Duration Fund(A-IDCW)

Ticker: mf17634
Decent 66/100

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U
UTI Medium Duration Fund(Q-IDCW)
Score 68/100 Decent
The UTI Medium Duration Fund shows decent potential but has several areas of concern that could impact future performance.
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U
UTI Medium Duration Fund(F-IDCW)
Score 68/100 Decent
The UTI Medium Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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S
SBI BSE PSU Bank Index Fund(IDCW Payout)
Score 66/100 Decent
The SBI BSE PSU Bank Index Fund shows moderate potential but is hindered by growth and profitability concerns. Investors should proceed with caution.
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S
SBI BSE PSU Bank Index Fund(IDCW)
Score 48/100 Decent
The SBI BSE PSU Bank Index Fund shows potential but is hindered by sector-specific challenges and inconsistent performance metrics.
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T
TRUSTMF Corporate Bond Fund(M-IDCW)
Score 48/100 Risky
The TRUSTMF Corporate Bond Fund shows potential but is currently facing several risks that could impact future performance.
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G
Groww Gold ETF FOF(IDCW)
Score 70/100 Decent
The Groww Gold ETF FOF presents a decent investment opportunity, but investors should be cautious of growth inconsistencies and market sentiment.
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I
ITI Dynamic Bond Fund(A-IDCW)
Score 63/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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I
ITI Dynamic Bond Fund(M-IDCW)
Score 48/100 Risky
The fund shows potential but carries significant risks due to inconsistent growth and market volatility.
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I
ITI Dynamic Bond Fund(H-IDCW)
Score 48/100 Decent
The fund shows potential for moderate returns but carries some risks that need to be monitored.
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I
ITI Dynamic Bond Fund(Q-IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in growth and market sentiment.
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S
SBI FMP-54-1842D(IDCW)
Score 48/100 Risky
The stock shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
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B
Baroda BNP Paribas Aqua FoF(IDCW)
Score 56/100 Decent
The fund shows potential in a growing sector but faces challenges in profitability and execution risks.
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F
Franklin India Long Duration Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but faces some execution risks and market sentiment challenges.
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F
Franklin India Long Duration Fund(IDCW Payout)
Score 68/100 Decent
The 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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A
Aditya Birla SL Aggressive Hybrid Omni FOF(IDCW)
Score 72/100 Decent
The fund shows potential with a decent score, but investors should be cautious due to execution risks and valuation concerns.
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A
Aditya Birla SL Aggressive Hybrid Omni FOF(IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution challenges.
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Business Overview

UTI Medium Duration Fund (A-IDCW) is designed for investors seeking a balanced approach to fixed income investments. It aims to provide regular income along with capital appreciation over a medium-term horizon. This fund is ideal for conservative investors looking to diversify their portfolios while managing interest rate risk effectively. With a focus on quality debt instruments, it offers a reliable option for wealth creation in a fluctuating market.

  • Ideal for conservative investors
  • Focus on medium-term capital appreciation
  • Invests in quality debt instruments
  • Helps manage interest rate risk
  • Offers regular income through dividends

Investment Thesis

UTI Medium Duration Fund stands out due to its strong promoter group, UTI Asset Management Company, known for its credibility and robust track record. The growing digital services sector provides a significant growth runway, while its attractive valuation compared to peers makes it an appealing investment option for retail investors.

  • Strong backing from UTI Asset Management, a trusted name in the industry.
  • Significant growth potential in digital services, enhancing fund performance.
  • Attractive valuation metrics compared to peer funds, offering better investment opportunities.
  • Experienced management team with a proven track record in fund management.
  • Diversified portfolio strategy aimed at mitigating risks and maximizing returns.

Opportunity vs Risk

Opportunities
  • Stable returns in medium duration
  • Potential for capital appreciation
  • Diversified bond exposure
  • Suitable for conservative investors
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk in bond holdings
  • Market volatility impact
  • Liquidity concerns in downturns
📊 Stock Investment Checklist (100 Points)
UTI Medium Duration Fund(A-IDCW) • Updated: 2025-10-01 15:48:56
  • 10
    Business
    High
    The fund operates in a sector that is adapting to changing market conditions, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, with fluctuations in returns.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with OCF showing some volatility compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency in disclosures.
  • 5
    Drivers
    Good
    Growth drivers are limited, with execution risks present in the current market environment.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 66 / 100 • Decent
The UTI Medium Duration Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.