Union Active Momentum Fund(IDCW)
Ticker: mf16557
Decent
66/100
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U
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The Union Largecap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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U
Union Largecap Fund(IDCW)
The Union Largecap Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.
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K
Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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B
Baroda BNP Paribas Corp Bond Fund(Q-IDCW)
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Baroda BNP Paribas Corp Bond Fund(M-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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Baroda BNP Paribas Corp Bond Fund(A-IDCW)
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N
Nippon India Nifty 500 Equal Weight Index Fund(IDCW)
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A
Aditya Birla SL US Equity Passive FOF(IDCW)
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Aditya Birla SL US Equity Passive FOF(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious about execution risks.
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N
Nippon India Medium to Long Duration Fund(Q-IDCW)
The fund presents a decent investment opportunity, but potential investors should be cautious of market volatility and inconsistent growth metrics.
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Nippon India Medium to Long Duration Fund(H-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about valuation and governance aspects.
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Nippon India Medium to Long Duration Fund(A-IDCW)
The fund shows decent potential but faces challenges in growth consistency and liquidity.
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N
Nippon India Medium to Long Duration Fund(M-IDCW)
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U
Union Focused Fund(IDCW)
The Union Focused Fund shows decent potential with solid growth and profitability metrics, though some risks in governance and execution should be monitored.
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Business Overview
The Union Active Momentum Fund (IDCW) is an innovative mutual fund designed for investors seeking to capitalize on market momentum. Ideal for those looking to enhance their portfolio with dynamic equity exposure, this fund aims to deliver superior returns through strategic stock selection. Its active management approach ensures that investments are aligned with market trends, making it a smart choice for both seasoned and novice investors. With a focus on growth and risk management, this fund is committed to helping you achieve your financial goals.
- Designed for growth-oriented investors
- Active management for optimal performance
- Focus on market momentum and trends
- Diversified equity exposure
- Aims for long-term wealth creation
- Professional fund management team
Investment Thesis
Union Active Momentum Fund (IDCW) presents a compelling investment opportunity due to its credible promoter group, robust growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market trends, making it a strong choice for retail investors seeking growth and stability.
- Strong credibility of the promoter group enhances investor confidence.
- Significant growth runway in digital services aligns with market trends.
- Attractive valuation compared to peers offers potential for capital appreciation.
- Well-diversified portfolio mitigates risks and enhances returns.
- Proven track record of performance supports long-term investment strategy.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Expert fund management
- Growing market potential
- Tax benefits on dividends
Risks ⚠️
- Market volatility impact
- High expense ratio
- Limited liquidity
- Dependence on economic cycles
- Regulatory changes
Peer Perspective
Union Active Momentum Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Union Active Momentum Fund(IDCW) • Updated: 2025-10-01 07:34:28
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10BusinessHighThe sector is evolving with a focus on technology and sustainability, but faces competition.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent compared to net profit.
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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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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows potential for growth but carries risks that need to be monitored closely.