UTI Short Duration Fund(A-IDCW)

Ticker: mf15216
Decent 66/100

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Business Overview

UTI Short Duration Fund (A-IDCW) is a well-structured debt mutual fund designed for investors seeking stable returns with relatively lower risk. Ideal for those looking to park their money for a shorter duration while earning attractive interest, this fund focuses on high-quality debt instruments. It offers liquidity and the potential for capital appreciation, making it suitable for conservative investors and those planning short-term financial goals.

  • Designed for short to medium-term investment horizons
  • Focuses on high-quality debt instruments
  • Offers liquidity and potential for capital appreciation
  • Ideal for conservative investors
  • Helps in achieving short-term financial goals
📊 Stock Investment Checklist (100 Points)
UTI Short Duration Fund(A-IDCW) • Updated: 2025-10-01 15:50:21
  • 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 has been moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding 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 66 / 100 • Decent
The UTI Short Duration Fund shows a decent overall performance with stable growth prospects, though there are areas for improvement in profitability and liquidity.