UTI Medium to Long Duration Fund

Ticker: mf13430
Decent 48/100

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Business Overview

The UTI Medium to Long Duration Fund is designed for investors seeking stable returns over a medium to long-term horizon. Ideal for those looking to balance risk and reward, this fund primarily invests in debt securities with varying maturities. It aims to provide capital appreciation while managing interest rate risk effectively. With a strong track record and experienced management, this fund is a reliable choice for conservative investors aiming for consistent income.

  • Focuses on medium to long-term debt investments
  • Ideal for conservative investors
  • Aims for capital appreciation and income
  • Managed by experienced professionals
  • Helps in diversifying investment portfolio

Opportunity vs Risk

Opportunities
  • Stable returns in a low-interest environment
  • Diversification for long-term portfolios
  • Potential tax benefits on capital gains
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Market volatility may affect NAV
  • Liquidity risks in bond markets
📊 Stock Investment Checklist (100 Points)
UTI Medium to Long Duration Fund • Updated: 2025-09-29 16:30:14
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment strategy.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    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 stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The UTI Medium to Long Duration Fund shows decent potential but carries certain risks that need to be monitored closely.


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