UTI Ultra Short Duration Fund(F-IDCW)

Ticker: mf15057
Decent 68/100

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Business Overview

UTI Ultra Short Duration Fund (F-IDCW) is designed for investors seeking short-term investment solutions with relatively lower risk. This fund is ideal for conservative investors looking to park their money for a short duration while aiming for better returns than traditional savings options. It focuses on high-quality debt instruments, ensuring liquidity and capital preservation. With a professional management team, this fund aims to provide steady income with minimal volatility, making it a smart choice for those looking to enhance their fixed-income portfolio.

  • Short-term investment horizon
  • Focus on high-quality debt instruments
  • Liquidity and capital preservation
  • Professional fund management
  • Ideal for conservative investors
  • Potential for better returns than savings accounts

Opportunity vs Risk

Opportunities
  • Stable income potential
  • Low interest rate sensitivity
  • Suitable for short-term goals
  • Diversification in fixed income
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Credit risk from bond holdings
  • Liquidity concerns in redemption
  • Management fees affecting returns
📊 Stock Investment Checklist (100 Points)
UTI Ultra Short Duration Fund(F-IDCW) • Updated: 2025-10-01 15:51:56
  • 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 averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 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 68 / 100 • Decent
The UTI Ultra Short Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution should be monitored.