Union Aggressive Hybrid Fund(IDCW Payout)
Ticker: mf16329
Decent
70/100
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Business Overview
Union Aggressive Hybrid Fund (IDCW Payout) is designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equities and fixed-income instruments, this fund aims to provide capital appreciation along with regular income. It is ideal for those looking to diversify their portfolio while managing risk effectively. With a focus on long-term wealth creation, this fund is a smart choice for both new and seasoned investors.
- Balanced investment in equities and debt
- Regular income through IDCW payouts
- Ideal for risk-averse investors
- Focus on long-term capital appreciation
- Managed by experienced professionals
Investment Thesis
Union Aggressive Hybrid Fund stands out due to its robust promoter credibility, promising growth in digital services, and attractive valuations compared to peers. This fund offers a balanced approach to equity and debt, making it an appealing choice for investors seeking growth with stability.
- Strong backing from a reputable promoter group enhances trust.
- Digital services are poised for significant growth, driving potential returns.
- Valuations are competitive, presenting an attractive entry point.
- Hybrid structure mitigates risk while providing equity exposure.
- Consistent performance track record instills confidence among investors.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversified investment approach
- Access to equity and debt markets
- Professional fund management
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Credit risk in debt holdings
- Liquidity concerns during downturns
- Management fees reduce profits
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 rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Union Aggressive Hybrid Fund(IDCW Payout) • Updated: 2025-10-01 07:34:36
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10BusinessHighThe fund is invested in a future-ready sector with a diversified portfolio.
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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, indicating strong profitability.
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10ValuationHighValuation metrics are in line with peers, suggesting fair pricing.
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8BalanceHighStrong balance sheet with manageable debt levels.
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7GovernanceHighPromoter holding is stable with good disclosure practices.
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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 70 / 100
• Decent
The fund shows decent potential with a balanced approach to growth and profitability, though some execution risks are present.