Union Value Fund(IDCW-Reinv)
Ticker: mf16719
Decent
68/100
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U
Union Value Fund(IDCW)
Union Value Fund shows potential for growth with a decent score across various metrics, but investors should be cautious of execution risks and valuation concerns.
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H
HDFC FMP-Sr 46-1359D-Sep 2022(Q-IDCW)
The stock presents a decent investment opportunity but with notable risks and limited growth potential.
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H
HDFC FMP-Sr 46-1359D-Sep 2022(IDCW)
The stock presents several risks with limited growth potential and inconsistent performance metrics.
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B
Bajaj Finserv Healthcare Fund(IDCW)
Bajaj Finserv Healthcare Fund shows potential for growth but faces challenges in valuation and execution risks.
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L
LIC MF Midcap Fund(IDCW)
The LIC MF Midcap Fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.
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L
LIC MF Nifty 50 Index Fund(IDCW)
The LIC MF Nifty 50 Index Fund shows decent potential for investors looking for exposure to a diversified index, but caution is advised due to varying sector performances and underlying risks.
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I
Invesco India Technology Fund(IDCW)
The fund shows potential in the technology sector with decent growth prospects, but faces challenges in profitability and valuation metrics.
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T
Tata Gold ETF FoF(IDCW)
Tata Gold ETF FoF(IDCW) presents a decent investment opportunity, but investors should be cautious due to market volatility and governance concerns.
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T
Tata Gold ETF FoF(IDCW Payout)
The Tata Gold ETF FoF presents a decent investment opportunity with consistent growth and reasonable valuations, but investors should be cautious of market volatility and execution risks.
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T
Taurus Ethical Fund(IDCW)
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Taurus Ethical Fund(IDCW Reinvest)
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M
Motilal Oswal Innovation Opportunities Fund(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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S
SBI Nifty India Consumption Index Fund(IDCW Payout)
The fund is positioned in a growing sector, but faces challenges in profitability and execution risks. Overall, it presents a decent investment opportunity.
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S
SBI Nifty India Consumption Index Fund(IDCW)
The SBI Nifty India Consumption Index Fund shows decent potential for growth in the consumption sector, but caution is advised due to valuation concerns and execution risks.
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U
UTI Medium to Long Duration Fund(A-IDCW)
The fund shows decent potential with consistent growth, but faces challenges in governance and execution risks.
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U
UTI Medium to Long Duration Fund(H-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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Business Overview
Union Value Fund (IDCW-Reinv) is an equity mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio. Ideal for those looking to invest in a mix of large-cap and mid-cap stocks, this fund aims to harness the potential of India's growing economy. With a focus on value investing, it seeks to identify undervalued companies with strong fundamentals, making it a suitable choice for both new and seasoned investors looking to build wealth over time.
- Long-term capital appreciation potential
- Diversified portfolio of large-cap and mid-cap stocks
- Focus on value investing principles
- Ideal for new and seasoned investors
- Managed by experienced professionals
- Aligned with India's economic growth trajectory
Investment Thesis
Union Value Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund for robust long-term performance, making it a worthy addition to any investor's portfolio.
- Backed by a reputable promoter group with a strong track record.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to industry peers, offering a margin of safety.
- Focus on long-term wealth creation through disciplined investment strategies.
- Strong risk management practices enhancing investor confidence.
Opportunity vs Risk
Opportunities
- Strong historical returns
- Diversified investment portfolio
- Potential for long-term growth
- Expert fund management
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- High expense ratio
- Regulatory changes may impact fund
Peer Perspective
Union Value Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A sustained improvement in margin stability could trigger a positive rerating for this fund.
📊 Stock Investment Checklist (100 Points)
Union Value Fund(IDCW-Reinv) • Updated: 2025-10-01 15:45:17
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but OCF has been inconsistent compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are some concerns regarding pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Value Fund shows potential with a decent score, but there are areas of concern that need to be monitored closely.