UTI Medium to Long Duration Fund(Q-IDCW)

Ticker: mf16742
Risky 48/100

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Business Overview

UTI Medium to Long Duration Fund (Q-IDCW) is designed for investors seeking stable income through a diversified portfolio of medium to long-term debt securities. Ideal for those looking to balance risk and returns, this fund aims to provide regular income while preserving capital. Its strategic approach to bond selection ensures resilience against market volatility, making it a reliable choice for conservative investors. With professional management and a focus on quality assets, this fund is a smart addition for anyone aiming to enhance their fixed income portfolio.

  • Focuses on medium to long-term debt securities
  • Ideal for conservative investors seeking stable income
  • Professional management for optimal returns
  • Diversified portfolio to mitigate risks
  • Resilient against market volatility
  • A smart choice for enhancing fixed income investments

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Diversification for fixed income portfolio
  • Potential for capital appreciation
  • Tax benefits on long-term investments
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Market volatility affects NAV
  • Liquidity risk in redemption
📊 Stock Investment Checklist (100 Points)
UTI Medium to Long Duration Fund(Q-IDCW) • Updated: 2025-10-01 07:47:50
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Moderate revenue growth with some fluctuations in profit margins.
  • 8
    Profitability
    High
    ROE and ROCE are acceptable but not outstanding.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers but show limited upside.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns about disclosures.
  • 5
    Drivers
    Good
    Limited catalysts for growth and execution risks are present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but is currently facing several risks that could impact performance.