Union Aggressive Hybrid Fund
Ticker: mf13249
Decent
68/100
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Business Overview
The Union Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and stability. By combining equity and debt investments, it aims to deliver capital appreciation while managing risk. Ideal for those with a moderate risk appetite, this fund is perfect for long-term wealth creation. It matters because it offers diversification and professional management, making it easier for investors to navigate market volatility. With a focus on maximizing returns, this fund is a strategic choice for individuals looking to enhance their investment portfolio.
- Balanced investment in equity and debt
- Ideal for moderate risk investors
- Focus on long-term capital appreciation
- Professional fund management
- Diversification to manage market volatility
- Strategic choice for wealth creation
Investment Thesis
Union Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it well for future growth, making it an appealing choice for retail investors seeking balanced risk and reward.
- Strong backing from a reputable promoter group enhances investor confidence.
- Significant growth potential in digital services fuels future returns.
- Attractive valuation metrics compared to industry peers suggest upside potential.
- Hybrid investment strategy offers a balanced approach to risk and reward.
- Consistent performance track record supports long-term investment viability.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for high returns
- Tax benefits under Section 80C
- Suitable for long-term wealth creation
Risks ⚠️
- Market volatility can impact returns
- Management fees may reduce profits
- Interest rate changes affect bond prices
- Not suitable for short-term investors
Peer Perspective
Union Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Union Aggressive Hybrid Fund • Updated: 2025-09-29 16:28:14
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable with adequate liquidity.
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7GovernanceHighPromoter holding is strong with minimal pledging.
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5DriversGoodSeveral growth catalysts identified, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Aggressive Hybrid Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.