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UTI Medium Duration Fund(M-IDCW)

Ticker: mf17633
Decent 48/100

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U
UTI Medium Duration Fund(A-IDCW)
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.
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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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Business Overview

UTI Medium Duration Fund (M-IDCW) is designed for investors seeking moderate risk with the potential for steady returns. This fund primarily invests in medium-duration debt instruments, making it ideal for those looking to balance growth and stability. It matters because it offers a reliable avenue for wealth creation while managing interest rate risks effectively. With professional management and a focus on quality assets, UTI M-IDCW is a solid choice for both new and seasoned investors looking to enhance their fixed-income portfolio.

  • Moderate risk profile suitable for conservative investors
  • Focuses on medium-duration debt instruments
  • Aims for steady income and capital appreciation
  • Managed by experienced professionals
  • Helps in diversifying investment portfolios
  • Ideal for long-term financial goals

Investment Thesis

UTI Medium Duration Fund stands out due to its robust promoter credibility, leveraging UTI's long-standing reputation in the financial sector. The fund is well-positioned to benefit from the growing digital services landscape in India, offering a strong growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.

  • UTI's strong promoter group enhances trust and reliability.
  • Significant growth potential in digital services sector boosts fund performance.
  • Attractive valuation compared to competitors offers potential upside.
  • Diversified portfolio mitigates risk while aiming for stable returns.
  • Proven track record of UTI in managing funds instills investor confidence.

Opportunity vs Risk

Opportunities
  • Stable returns in medium duration
  • Potential for capital appreciation
  • Diversification for fixed income portfolio
  • Tax efficiency in long-term holdings
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from bond issuers
  • Market volatility impacts NAV
  • Liquidity risk in redemption
📊 Stock Investment Checklist (100 Points)
UTI Medium Duration Fund(M-IDCW) • Updated: 2025-10-01 07:47:11
  • 8
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is fluctuating.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth drivers identified; execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The UTI Medium Duration Fund shows potential but faces challenges in growth consistency and market sentiment.