Portfolio Alerts Watch List Cart

UTI Medium to Long Duration Fund(A-IDCW)

Ticker: mf16739
Decent 48/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

U
UTI Medium to Long Duration Fund(H-IDCW)
Score 48/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
View details
U
UTI Medium to Long Duration Fund(F-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth prospects, but investors should be cautious about execution risks and liquidity issues.
View details
U
UTI Medium to Long Duration Fund(Q-IDCW)
Score 48/100 Risky
The fund shows potential but is currently facing several risks that could impact performance.
View details
E
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund(IDCW)
Score 48/100 Decent
The fund shows potential but carries risks that may affect future performance.
View details
S
SBI Nifty200 Quality 30 Index Fund(IDCW Payout)
Score 68/100 Decent
The SBI Nifty200 Quality 30 Index Fund presents a decent investment opportunity with a focus on quality companies, though some risks and valuation concerns exist.
View details
S
SBI Nifty200 Quality 30 Index Fund(IDCW)
Score 66/100 Decent
The fund has a decent score, indicating a balanced approach to quality investments, but caution is advised due to some risks.
View details
I
ITI Value Fund(IDCW)
Score 66/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
View details
A
Aditya Birla SL FTP-TI-1837D(IDCW)
Score 58/100 Decent
The stock shows potential but has several weaknesses that could impact future performance.
View details
N
Nippon India Nifty SDL Plus G-Sec - Jun 2029 Maturity 70:30 Index Fund(IDCW)
Score 48/100 Decent
The fund offers stable returns with low risk, suitable for conservative investors, but lacks growth potential.
View details
I
Invesco India Overnight Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
View details
I
Invesco India Overnight Fund(DD-IDCW)
Score 63/100 Decent
The fund shows decent potential but lacks strong growth drivers and has some risks that need to be monitored.
View details
D
DSP Bond Fund(M-IDCW Reinv)
Score 70/100 Decent
The DSP Bond Fund shows decent stability and governance but faces challenges in growth and market sentiment.
View details
D
DSP Bond Fund(IDCW)
Score 66/100 Decent
The DSP Bond Fund shows decent stability and governance but faces challenges in growth due to the current interest rate environment.
View details
D
DSP Bond Fund(IDCW-Reinv)
Score 68/100 Decent
The DSP Bond Fund shows a decent score with stable growth and profitability metrics, making it a reasonable investment option.
View details
D
DSP Bond Fund(M-IDCW)
Score 68/100 Decent
The DSP Bond Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of valuation and execution challenges.
View details
S
SBI FMP-53-1839D(IDCW)
Score 48/100 Risky
The stock shows several weaknesses in growth and profitability, with limited upside potential.
View details

Business Overview

The UTI Medium to Long Duration Fund (A-IDCW) is designed for investors seeking stable income through fixed income securities over a medium to long-term horizon. This fund is ideal for those looking to balance their portfolios with a mix of safety and growth potential. With a focus on government and corporate bonds, it aims to provide attractive returns while managing interest rate risks effectively. Investors can benefit from professional management and a disciplined investment approach.

  • Designed for medium to long-term investors
  • Focuses on fixed income securities
  • Balances safety and growth potential
  • Professional management for optimal returns
  • Helps manage interest rate risks effectively

Opportunity vs Risk

Opportunities
  • Potential for stable income
  • Diversification in fixed income
  • Tax benefits on long-term gains
  • Rising interest rates boost returns
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from bond issuers
  • Market volatility impacts NAV
  • Liquidity concerns in downturns
📊 Stock Investment Checklist (100 Points)
UTI Medium to Long Duration Fund(A-IDCW) • Updated: 2025-10-01 07:47:25
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a strong competitive moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong, but some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows decent potential with consistent growth, but faces challenges in governance and execution risks.