Union Liquid Fund(W-IDCW)

Ticker: mf14886
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

Union Liquid Fund (W-IDCW) is a short-term investment solution designed for conservative investors seeking liquidity and capital preservation. It primarily invests in high-quality debt and money market instruments, making it ideal for those looking to park their funds for a brief period while earning reasonable returns. This fund is suitable for individuals or institutions aiming to manage their cash flow effectively without compromising on safety.

  • Ideal for conservative investors
  • Focuses on capital preservation
  • Invests in high-quality debt instruments
  • Offers liquidity for short-term needs
  • Suitable for parking funds temporarily

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Tax benefits on long-term investments
  • Potential for capital appreciation
  • Diversification for investment portfolio
Risks ⚠️
  • Market fluctuations affect returns
  • Interest rate changes impact performance
  • Liquidity risk in market downturns
  • Management fees can reduce gains
📊 Stock Investment Checklist (100 Points)
Union Liquid Fund(W-IDCW) • Updated: 2025-10-01 07:37:58
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed in the underlying assets.
  • 10
    Profitability
    High
    Good ROE and OCF, but net profit margins are average.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers.
  • 7
    Balance
    High
    Strong liquidity position with low debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable with minimal pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with average liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Union Liquid Fund shows decent potential with stable growth and a strong balance sheet, but execution risks and average profitability metrics should be monitored.