Union Aggressive Hybrid Fund (IDCW) is a dynamic investment option that combines equity and debt to provide balanced growth and income. Ideal for investors seeking moderate risk with potential for higher returns, this fund caters to those looking to diversify their portfolio. It matters because it offers a strategic approach to capital appreciation while maintaining stability through debt investments. With a professional management team and a focus on long-term wealth creation, this fund is designed to help you achieve your financial goals with confidence.

Balanced exposure to equity and debt
Ideal for moderate-risk investors
Professional fund management
Focus on long-term capital appreciation
Diversification for portfolio stability

Investment Thesis

Union Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking balanced growth.

Backed by a reputable promoter group, ensuring trust and stability.
Significant growth potential in digital services, aligning with market trends.
Valuation metrics indicate an attractive entry point compared to peer funds.
Hybrid structure offers a balanced approach to risk and returns.
Strong historical performance enhances investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for high returns
Tax benefits under Section 80C
Professional fund management
Suitable for long-term growth

Risks ⚠️

Market volatility affects returns
Interest rate changes impact bonds
Management fees reduce profits
Economic downturns can hurt performance
Liquidity risks in certain assets

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 stable margin and consistent growth could trigger a rerating.

📊 Stock Investment Checklist (100 Points)

Union Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 07:34:47

10

Business
High

The fund is invested in a diversified portfolio across sectors, but lacks a clear moat.
10

Growth
High

Consistent revenue growth observed, but profit margins are fluctuating.
10

Profitability
High

ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but some concerns regarding disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain high.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.