UTI Medium to Long Duration Fund(F-IDCW)

Ticker: mf16741
Decent 68/100

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Business Overview

The UTI Medium to Long Duration Fund (F-IDCW) is designed for investors seeking stable returns over a medium to long-term horizon through a diversified portfolio of fixed-income securities. This fund is ideal for those looking to balance their investment risk while aiming for capital appreciation and regular income. It emphasizes liquidity and capital preservation, making it a suitable choice for conservative investors.

  • Focuses on medium to long-term fixed-income investments
  • Aims for capital appreciation and regular income
  • Diversified portfolio reduces risk exposure
  • Ideal for conservative investors seeking stability
  • Managed by experienced professionals with a strong track record

Opportunity vs Risk

Opportunities
  • Stable income generation
  • Diversified bond portfolio
  • Potential for capital appreciation
  • Tax-efficient investment option
  • Suitable for conservative investors
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from bonds
  • Market volatility impact
  • Liquidity concerns in downturns
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
UTI Medium to Long Duration Fund(F-IDCW) • Updated: 2025-10-01 07:47:32
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with stable growth prospects, but investors should be cautious about execution risks and liquidity issues.