Union Business Cycle Fund(IDCW Reinvest)
Ticker: mf16421
Decent
68/100
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U
Union Business Cycle Fund(IDCW)
The fund shows some potential but faces significant challenges in growth and profitability metrics.
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W
WOC Ultra Short Duration Fund(M-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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W
WOC Ultra Short Duration Fund(FN-IDCW Payout)
The fund shows decent potential but has some risks that need to be monitored closely.
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W
WOC Ultra Short Duration Fund(W-IDCW Payout)
The fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
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W
WOC Ultra Short Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some execution risks should be monitored.
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W
WOC Ultra Short Duration Fund(W-IDCW)
The fund shows potential for stable returns with manageable risks, making it a decent investment option.
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W
WOC Ultra Short Duration Fund(DD-IDCW)
The fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment.
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W
WOC Ultra Short Duration Fund(FN-IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability metrics.
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I
ICICI Pru Nifty 200 Momentum 30 Index Fund(IDCW)
The ICICI Pru Nifty 200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, but some governance and execution risks should be monitored.
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I
ICICI Pru Nifty 200 Momentum 30 Index Fund(IDCW Payout)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some valuation concerns.
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D
DSP Floater Fund(IDCW-Reinvest)
The DSP Floater Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
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D
DSP Floater Fund(IDCW)
The DSP Floater Fund shows decent potential but is hindered by inconsistent growth and valuation concerns. Investors should proceed with caution.
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K
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund(IDCW)
The fund presents a decent investment opportunity with stable returns, but lacks significant growth potential.
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K
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund(IDCW Payout)
The fund shows decent potential but is facing challenges in growth and profitability metrics. Caution is advised for new investments.
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K
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund(IDCW)
The fund shows moderate potential but comes with certain risks that need to be monitored closely.
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M
Mahindra Manulife Equity Savings Fund(IDCW-Payout)
The fund shows decent potential with a balanced approach to growth and risk management, making it a reasonable investment option.
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Business Overview
The Union Business Cycle Fund (IDCW Reinvest) is a dynamic mutual fund designed to capitalize on various phases of the economic cycle. It is ideal for investors seeking long-term growth through a diversified portfolio that adapts to changing market conditions. This fund aims to provide capital appreciation while managing risks effectively, making it suitable for both seasoned and novice investors. With a focus on strategic asset allocation, it stands out as a reliable investment option in the Indian market.
- Designed for long-term capital growth
- Adapts to different economic cycles
- Diversified portfolio for risk management
- Suitable for both novice and experienced investors
- Focus on strategic asset allocation
- Expert management for optimal performance
Investment Thesis
Union Business Cycle 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 fund is well-positioned to capitalize on India's economic recovery and digital transformation.
- Backed by a reputable promoter group with a proven track record.
- Strong growth potential in digital services aligns with market trends.
- Attractive valuation offers a competitive edge over peer funds.
- Focus on cyclical sectors poised for recovery in the post-pandemic economy.
- Diversified portfolio mitigates risks while maximizing returns.
Opportunity vs Risk
Opportunities
- Diversified investment across sectors
- Potential for high long-term returns
- Strong historical performance
- Favorable economic conditions
- Rising consumer spending
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Regulatory changes
- Economic downturns
- High expense ratios
Peer Perspective
Union Business Cycle Fund trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential, with potential for rerating contingent on consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Union Business Cycle Fund(IDCW Reinvest) • Updated: 2025-10-01 15:42:46
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10BusinessHighThe sector shows potential but lacks a clear moat.
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10GrowthHighRevenue growth has been inconsistent.
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10ProfitabilityHighROE and OCF are moderate, but net profit margins are low.
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8ValuationHighValuation metrics are higher than peers.
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7BalanceHighDebt levels are manageable but liquidity is a concern.
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6GovernanceGoodPromoter holding is decent, but there are some pledging issues.
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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 metrics compared to peers.