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Union Income Plus Arbitrage Active FOF(IDCW)

Ticker: mf17087
Risky 48/100

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U
Union Income Plus Arbitrage Active FOF(IDCW Payout)
Score 48/100 Decent
The fund shows potential but lacks strong growth drivers and technical momentum.
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B
Bank of India Money Market Fund(DD-IDCW)
Score 70/100 Decent
The Bank of India Money Market Fund shows decent stability but lacks strong growth prospects. Investors should be cautious.
View details
B
Bank of India Money Market Fund(M-IDCW)
Score 63/100 Decent
The fund shows decent stability but lacks strong growth drivers and profitability metrics.
View details
L
LIC MF Focused Fund(IDCW)
Score 68/100 Decent
The LIC MF Focused Fund shows a decent investment potential with consistent growth and profitability metrics, although some execution risks exist.
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E
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund(IDCW)
Score 66/100 Decent
The fund is positioned in a promising sector with decent growth potential, but execution risks and market sentiment may impact performance.
View details
G
Groww Multicap Fund(IDCW)
Score 68/100 Decent
The Groww Multicap Fund shows decent potential for growth with manageable risks, making it a viable option for investors.
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H
HSBC Conservative Hybrid Fund(Q-IDCW Payout)
Score 48/100 Decent
The fund shows moderate potential but faces several challenges that could impact future performance.
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H
HSBC Conservative Hybrid Fund(M-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
View details
H
HSBC Conservative Hybrid Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and valuation metrics.
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H
HSBC Conservative Hybrid Fund(M-IDCW)
Score 54/100 Decent
The HSBC Conservative Hybrid Fund shows potential but faces challenges in growth consistency and market sentiment.
View details
S
SBI FMP-74-1243D(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent financial performance.
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H
HDFC FMP-Sr 47-2638D-Feb 2023(Q-IDCW)
Score 48/100 Decent
The stock presents a decent investment opportunity but lacks strong growth drivers and has some risks associated with profitability and governance.
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T
Tata Nifty G-Sec Dec 2029 Index Fund(IDCW Payout)
Score 70/100 Decent
The Tata Nifty G-Sec Dec 2029 Index Fund is a decent investment for risk-averse investors seeking stable returns, but it lacks growth potential compared to equities.
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T
Tata Nifty G-Sec Dec 2029 Index Fund(IDCW)
Score 50/100 Decent
The Tata Nifty G-Sec Dec 2029 Index Fund offers stability and low risk, suitable for conservative investors seeking fixed income, but lacks significant growth potential.
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N
Nippon India Nifty Bank Index Fund(IDCW)
Score 72/100 Decent
The Nippon India Nifty Bank Index Fund shows decent potential due to the overall growth of the banking sector, but investors should be cautious of individual bank performance and market volatility.
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E
Edelweiss Nifty Smallcap 250 Index Fund(IDCW)
Score 63/100 Decent
The fund shows potential but comes with risks that need to be monitored closely.
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Business Overview

Union Income Plus Arbitrage Active FOF (IDCW) is a dynamic fund of funds designed for investors seeking stable returns with lower risk through arbitrage opportunities. It is ideal for conservative investors looking to diversify their portfolio while maintaining liquidity. This fund leverages market inefficiencies to generate consistent income, making it a prudent choice for wealth preservation and growth.

  • Targeted at conservative investors
  • Focuses on arbitrage opportunities
  • Aims for stable, consistent returns
  • Enhances portfolio diversification
  • Maintains liquidity for easy access
  • Managed by experienced professionals

Investment Thesis

Union Income Plus Arbitrage Active FOF stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to income generation while capitalizing on market opportunities, making it a smart choice for retail investors seeking stability and growth.

  • Strong backing from a reputable promoter group ensures trust and reliability.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation compared to peers enhances investment appeal.
  • Focus on income generation through arbitrage strategies mitigates risks.
  • Well-positioned to benefit from evolving market dynamics.

Opportunity vs Risk

Opportunities
  • Diversified portfolio reduces risk
  • Potential for steady income
  • Access to arbitrage opportunities
  • Professional fund management expertise
  • Growing interest in alternative investments
Risks ⚠️
  • Market volatility affects returns
  • Interest rate fluctuations impact performance
  • Limited liquidity in certain assets
  • Management fees may reduce profits
  • Economic downturns can affect arbitrage

Peer Perspective

Union Income Plus Arbitrage Active FOF is currently trading at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund; a sustained growth in AUM could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Union Income Plus Arbitrage Active FOF(IDCW) • Updated: 2025-10-01 07:36:00
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive edge.
  • 10
    Growth
    High
    Moderate revenue growth observed, but profit growth is inconsistent.
  • 8
    Profitability
    High
    ROE and ROCE are average, with cash flow not consistently outperforming net profit.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers, but no significant discount.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 1
    Technicals
    Low
    Market sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but is currently facing several risks that may hinder performance.