Union Income Plus Arbitrage Active FOF(IDCW Payout)

Ticker: mf17088
Decent 48/100

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Business Overview

Union Income Plus Arbitrage Active Fund of Funds (IDCW Payout) is designed for investors seeking stable returns through a diversified portfolio. This fund primarily invests in arbitrage opportunities, balancing risk and reward effectively. Ideal for conservative investors looking for consistent income, it aims to capitalize on market inefficiencies while minimizing volatility. With a focus on capital preservation, this fund is a smart choice for those who prioritize steady growth over high-risk investments.

  • Designed for conservative investors
  • Focuses on stable, consistent income
  • Invests in arbitrage opportunities
  • Minimizes market volatility
  • Aims for capital preservation
  • Diversified portfolio for risk management

Investment Thesis

Union Income Plus Arbitrage Active FOF stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned for consistent returns, making it a compelling choice for retail investors seeking stability and growth.

  • Strong backing from a reputable promoter group enhances investor confidence.
  • Digital services are experiencing rapid growth, providing significant upside potential.
  • Attractive valuation metrics compared to peer funds indicate a favorable entry point.
  • Focus on arbitrage opportunities offers a balanced risk-return profile.
  • Consistent performance history reinforces trust among retail investors.

Opportunity vs Risk

Opportunities
  • Potential for steady income
  • Diversification across multiple assets
  • Professional fund management
  • Access to arbitrage opportunities
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Liquidity concerns
  • Management fees may reduce returns

Peer Perspective

Union Income Plus Arbitrage Active FOF trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if margin stability improves amid rising market volatility.
📊 Stock Investment Checklist (100 Points)
Union Income Plus Arbitrage Active FOF(IDCW Payout) • Updated: 2025-10-01 07:35:52
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Moderate revenue and profit growth consistency observed.
  • 8
    Profitability
    High
    ROE and OCF are acceptable but not outstanding.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns on disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified; execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but lacks strong growth drivers and technical momentum.