Union Active Momentum Fund
Ticker: mf13340
Decent
48/100
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H
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U
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U
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K
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H
HDFC Nifty500 Multicap 50:25:25 Index Fund
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B
Baroda BNP Paribas Corp Bond Fund
The fund shows moderate potential but lacks strong growth drivers and consistency in performance.
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N
Nippon India Nifty 500 Equal Weight Index Fund
The Nippon India Nifty 500 Equal Weight Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth, though some risks and governance concerns should be monitored.
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A
Aditya Birla SL US Equity Passive FOF
The fund shows potential for moderate growth with manageable risks, making it a decent investment option.
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N
Nippon India Medium to Long Duration Fund
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W
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S
SBI FMP-81-1157D
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U
Union Focused Fund
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E
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Business Overview
The Union Active Momentum Fund is designed for investors seeking to capitalize on market trends through a dynamic investment approach. Ideal for those looking to enhance their portfolio with a focus on growth, this fund leverages active management to identify high-potential stocks. Its strategic allocation aims to deliver superior returns while managing risk effectively. By investing in this fund, you can benefit from professional expertise and a disciplined investment strategy.
- Designed for growth-focused investors
- Active management to capture market trends
- Diversified portfolio for risk management
- Professional expertise guiding investment decisions
- Potential for superior returns over time
Opportunity vs Risk
Opportunities
- Strong market growth potential
- Diversified investment portfolio
- Experienced management team
- Focus on emerging sectors
Risks ⚠️
- Market volatility impact
- Regulatory changes
- High competition
- Economic downturns
Peer Perspective
Union Active Momentum Fund currently trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Union Active Momentum Fund • Updated: 2025-09-29 16:28:05
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighRevenue and profit growth have shown consistency over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers, but P/E is on the higher side.
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7BalanceHighDebt levels are manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is strong, but there are minor concerns regarding pledging.
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5DriversGoodThere are growth catalysts, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Union Active Momentum Fund shows potential with a decent score, but investors should be cautious of execution risks and valuation metrics.