Union Innovation & Opp Fund(IDCW)
Ticker: mf15997
Decent
68/100
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U
Union Innovation & Opp Fund(IDCW Payout)
The fund shows potential for moderate growth with manageable risks, making it a decent investment option.
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M
Motilal Oswal Balanced Advantage Fund(A-IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but some risks need to be monitored.
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M
Motilal Oswal Balanced Advantage Fund(Q-IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
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A
Axis Value Fund(IDCW)
The Axis Value Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.
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J
JM Value Fund(IDCW)
The JM Value Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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S
SBI Nifty50 Equal Weight Index Fund(IDCW)
The SBI Nifty50 Equal Weight Index Fund presents a decent investment opportunity with a balanced risk-reward profile, but investors should be cautious of valuation and governance aspects.
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S
SBI Nifty50 Equal Weight Index Fund(IDCW Payout)
The SBI Nifty50 Equal Weight Index Fund presents a decent investment opportunity with a balanced risk-reward profile.
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W
WOC Large Cap Fund(IDCW)
The WOC Large Cap Fund has a decent score, indicating moderate potential but also notable risks.
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W
WOC Large Cap Fund(IDCW Payout)
The WOC Large Cap Fund shows potential but is hindered by inconsistent growth and valuation concerns. Investors should proceed with caution.
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L
LIC MF Flexi Cap Fund(IDCW)
The LIC MF Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though valuation appears slightly stretched.
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D
DSP US Specific Equity Omni FoF(IDCW)
The DSP US Specific Equity Omni FoF shows decent potential with a focus on future-ready sectors and consistent growth, but some risks in execution and valuation remain.
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D
DSP US Specific Equity Omni FoF(IDCW Reinvest)
The fund shows decent potential with a focus on US equities, but investors should be cautious of execution risks and governance issues.
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N
Nippon India Nifty 50 Value 20 Index Fund(IDCW)
The Nippon India Nifty 50 Value 20 Index Fund presents a decent investment opportunity with a focus on value stocks, but investors should be cautious of market volatility and execution risks.
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L
LIC MF Infra Fund(IDCW)
The LIC MF Infra Fund shows potential in the infrastructure sector but faces challenges in growth and profitability metrics. Caution is advised due to valuation concerns and execution risks.
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N
Nippon India Credit Risk Fund(IDCW)
The fund shows potential but is currently facing several risks that may impact future performance.
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N
Nippon India Credit Risk Fund(Q-IDCW)
The Nippon India Credit Risk Fund shows potential but is hindered by profitability and growth consistency issues. Caution is advised.
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Business Overview
Union Innovation & Opp Fund (IDCW) is a dynamic mutual fund designed for investors seeking growth through innovation-driven companies. This fund focuses on sectors poised for transformation, making it ideal for those looking to diversify their portfolios with high-potential investments. By investing in this fund, you can tap into India's evolving market landscape and benefit from long-term capital appreciation.
- Focuses on innovation-driven companies
- Ideal for growth-oriented investors
- Diversifies your investment portfolio
- Targets high-potential sectors
- Aims for long-term capital appreciation
Investment Thesis
Union Innovation & Opp Fund (IDCW) stands out due to its strong promoter credibility and robust growth in digital services. With attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors looking to capitalize on the evolving market landscape.
- Strong backing from a reputable promoter group ensures trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers enhance investment appeal.
- Focus on innovation positions the fund to capture emerging opportunities.
- Diversified portfolio mitigates risks while maximizing returns.
Opportunity vs Risk
Opportunities
- Strong focus on innovation
- Diversified investment portfolio
- Potential for high returns
- Growing market demand
- Experienced management team
Risks ⚠️
- Market volatility impact
- Regulatory changes
- High competition
- Economic downturns
- Sector-specific risks
Peer Perspective
Union Innovation & Opp Fund trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential, necessitating consistent margin stability and growth acceleration for potential rerating in the competitive landscape.
📊 Stock Investment Checklist (100 Points)
Union Innovation & Opp Fund(IDCW) • Updated: 2025-10-01 07:36:18
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10BusinessHighThe sector shows potential but lacks a strong moat.
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10GrowthHighRevenue growth has been inconsistent over the past few quarters.
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10ProfitabilityHighROE and ROCE are moderate, cash flow is stable.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighDebt levels are manageable, but liquidity could improve.
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6GovernanceGoodPromoter holding is decent, but there are some concerns over disclosures.
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5DriversGoodLimited growth catalysts identified.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential but faces challenges in growth consistency and valuation compared to peers.