Union Innovation & Opp Fund(IDCW)

Ticker: mf15997
Decent 68/100

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Business Overview

Union Innovation & Opp Fund (IDCW) is a dynamic mutual fund designed for investors seeking growth through innovation-driven companies. This fund focuses on sectors poised for transformation, making it ideal for those looking to diversify their portfolios with high-potential investments. By investing in this fund, you can tap into India's evolving market landscape and benefit from long-term capital appreciation.

  • Focuses on innovation-driven companies
  • Ideal for growth-oriented investors
  • Diversifies your investment portfolio
  • Targets high-potential sectors
  • Aims for long-term capital appreciation

Investment Thesis

Union Innovation & Opp Fund (IDCW) stands out due to its strong promoter credibility and robust growth in digital services. With attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors looking to capitalize on the evolving market landscape.

  • Strong backing from a reputable promoter group ensures trust and stability.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to industry peers enhance investment appeal.
  • Focus on innovation positions the fund to capture emerging opportunities.
  • Diversified portfolio mitigates risks while maximizing returns.

Opportunity vs Risk

Opportunities
  • Strong focus on innovation
  • Diversified investment portfolio
  • Potential for high returns
  • Growing market demand
  • Experienced management team
Risks ⚠️
  • Market volatility impact
  • Regulatory changes
  • High competition
  • Economic downturns
  • Sector-specific risks

Peer Perspective

Union Innovation & Opp Fund trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential, necessitating consistent margin stability and growth acceleration for potential rerating in the competitive landscape.
📊 Stock Investment Checklist (100 Points)
Union Innovation & Opp Fund(IDCW) • Updated: 2025-10-01 07:36:18
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent over the past few quarters.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, cash flow is stable.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could improve.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and valuation compared to peers.