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UTI Medium to Long Duration Fund(H-IDCW)

Ticker: mf16740
Decent 48/100

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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S
SBI FMP-53-1839D(IDCW)
Score 48/100 Risky
The stock shows several weaknesses in growth and profitability, with limited upside potential.
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G
Groww Nifty Total Market Index Fund(IDCW)
Score 48/100 Decent
The Groww Nifty Total Market Index Fund presents a decent investment opportunity with a balanced risk-reward profile, but caution is advised due to valuation concerns and market volatility.
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Business Overview

UTI Medium to Long Duration Fund (H-IDCW) is designed for investors seeking stable income through debt instruments over a medium to long-term horizon. This fund is ideal for those looking to balance risk and return while benefiting from professional management. With a focus on high-quality bonds and securities, it aims to provide consistent returns and capital appreciation. This fund is particularly suitable for conservative investors aiming for wealth accumulation without excessive volatility.

  • Focus on medium to long-term debt instruments
  • Ideal for conservative investors
  • Aims for consistent income and capital appreciation
  • Managed by experienced professionals
  • Diversified portfolio for risk mitigation

Opportunity vs Risk

Opportunities
  • Stable returns in a low-interest environment
  • Diversification in fixed income portfolio
  • Potential for capital appreciation
  • Tax benefits under certain conditions
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Market volatility affecting NAV
  • Liquidity risk in bond markets
📊 Stock Investment Checklist (100 Points)
UTI Medium to Long Duration Fund(H-IDCW) • Updated: 2025-10-01 07:47:42
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry average, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with good liquidity.
  • 6
    Governance
    Good
    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 stable growth and profitability metrics, but some risks in governance and execution need to be monitored.