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Union Low Duration Fund

Ticker: mf13206
Decent 68/100

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Business Overview

Union Low Duration Fund is designed for conservative investors seeking stable returns over a short to medium investment horizon. This fund primarily invests in debt and money market instruments, making it suitable for those looking to preserve capital while earning reasonable income. Its focus on low duration helps mitigate interest rate risk, making it a reliable choice in volatile market conditions. Ideal for individuals looking for liquidity and safety, this fund stands out for its professional management and strategic asset allocation.

  • Designed for conservative investors
  • Focus on debt and money market instruments
  • Suitable for short to medium investment horizons
  • Mitigates interest rate risk effectively
  • Offers liquidity and capital preservation
  • Managed by experienced professionals

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Potential for capital appreciation
  • Diversification for fixed income portfolio
  • Suitable for risk-averse investors
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond holdings
  • Market volatility affecting NAV
  • Limited growth compared to equities
📊 Stock Investment Checklist (100 Points)
Union Low Duration Fund • Updated: 2025-09-29 15:56:54
  • 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 OCF are healthy, but net profit margins are average.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, indicating fair pricing.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over 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 Union Low Duration Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.


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