Union Low Duration Fund(IDCW)
Ticker: mf16247
Decent
72/100
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More Options
U
Union Low Duration Fund(IDCW Payout)
The fund shows decent potential but has several areas of concern that need to be monitored closely.
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A
Axis Retirement Fund-Aggressive Plan(IDCW)
The Axis Retirement Fund-Aggressive Plan shows decent potential with consistent growth and a solid business model, though some risks in governance and execution should be monitored.
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B
Bajaj Finserv Overnight Fund(DD-IDCW)
Bajaj Finserv Overnight Fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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B
Bajaj Finserv Overnight Fund(W-IDCW)
Bajaj Finserv Overnight Fund presents a decent investment opportunity with stable sector fundamentals but faces challenges in profitability consistency and growth drivers.
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B
Bajaj Finserv Overnight Fund(M-IDCW)
Bajaj Finserv Overnight Fund shows strong fundamentals and growth potential, making it a favorable investment option.
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B
Bajaj Finserv Overnight Fund(FN-IDCW)
Bajaj Finserv Overnight Fund shows potential but faces challenges in growth consistency and market sentiment.
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N
Nippon India Income Plus Arbitrage Active FoF(IDCW)
The fund is facing several challenges, including inconsistent growth and weak market sentiment, making it a risky investment at this time.
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Baroda BNP Paribas Energy Opportunities Fund(IDCW)
The fund shows potential for growth in the energy sector, but investors should be cautious due to valuation concerns and execution risks.
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B
Baroda BNP Paribas Overnight Fund(DD-IDCW)
The fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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B
Baroda BNP Paribas Overnight Fund(W-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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P
PGIM India Large and Mid Cap Fund(IDCW)
The fund shows potential for moderate growth but carries certain risks that need to be monitored closely.
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F
Franklin India NSE Nifty 50 Index Fund(IDCW)
The fund shows decent potential due to its diversified portfolio and consistent growth, but faces risks from market volatility and valuation concerns.
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F
Franklin India NSE Nifty 50 Index Fund(IDCW Payout)
The Franklin India NSE Nifty 50 Index Fund shows a decent score across various metrics, indicating a stable investment option with moderate growth potential.
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A
Axis Nifty 50 Index Fund(IDCW)
The Axis Nifty 50 Index Fund shows decent potential for growth with a diversified portfolio, but investors should be cautious of market volatility and execution risks.
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A
Aditya Birla SL Gold Fund(IDCW-Reinv)
The fund shows decent potential due to its alignment with gold's historical performance, but investors should be cautious of market volatility and competition.
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Aditya Birla SL Gold Fund(IDCW)
The Aditya Birla SL Gold Fund presents a decent investment opportunity, primarily driven by the stability of gold as an asset class, though it carries inherent market risks.
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Business Overview
Union Low Duration Fund (IDCW) is a debt mutual fund designed for conservative investors seeking stable income with lower interest rate risk. Ideal for those looking to park their money for a short to medium term, this fund invests primarily in low-duration debt instruments. It aims to provide better returns than traditional savings accounts while maintaining liquidity. With a focus on capital preservation, it’s suitable for risk-averse individuals and families planning for future expenses.
- Low duration strategy for reduced interest rate risk
- Ideal for conservative investors
- Focus on capital preservation
- Potential for better returns than savings accounts
- Suitable for short to medium-term goals
- Regular income distribution through IDCW option
Opportunity vs Risk
Opportunities
- Stable income generation
- Low interest rate sensitivity
- Potential for capital appreciation
- Diversification benefits
- Access to quality bonds
Risks ⚠️
- Interest rate fluctuations
- Credit risk from issuers
- Liquidity concerns in low duration
- Market volatility impacts
- Regulatory changes affecting bonds
📊 Stock Investment Checklist (100 Points)
Union Low Duration Fund(IDCW) • Updated: 2025-10-01 07:38:23
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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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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9GovernanceHighPromoter holding is strong, but there are some concerns regarding disclosures.
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6DriversGoodGrowth drivers are present, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 72 / 100
• Decent
The Union Low Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and consider the risks involved.