Union Innovation & Opp Fund(IDCW Payout)
Ticker: mf15998
Decent
63/100
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Business Overview
Union Innovation & Opp Fund (IDCW Payout) is a mutual fund designed for investors seeking long-term capital appreciation through innovative companies. This fund focuses on sectors poised for growth, making it ideal for those looking to diversify their portfolios with high-potential investments. With a systematic investment approach, it aims to deliver consistent returns while managing risks effectively. Investing in this fund can help you align your financial goals with market opportunities.
- Ideal for long-term investors
- Focuses on innovative and growth-oriented sectors
- Aims for capital appreciation and income generation
- Managed by experienced professionals
- Diversifies investment portfolio effectively
Investment Thesis
Union Innovation & Opp Fund stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term gains.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers suggest upside potential.
- Focus on innovation positions the fund for sustained performance.
- Diversified portfolio reduces risk while capitalizing on emerging opportunities.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for high dividends
- Expert fund management
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturn effects
- Regulatory changes in finance
Peer Perspective
Union Innovation & Opp 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 rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Union Innovation & Opp Fund(IDCW Payout) • Updated: 2025-10-01 07:36:09
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10BusinessHighThe fund is positioned in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are stable, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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5GovernanceGoodPromoter holding is strong, but some concerns over pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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3TechnicalsLowMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 63 / 100
• Decent
The fund shows potential for moderate growth with manageable risks, making it a decent investment option.