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Union Active Momentum Fund(IDCW Payout)

Ticker: mf16556
Risky 48/100

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U
Union Active Momentum Fund(IDCW)
Score 66/100 Decent
The fund shows potential for growth but carries risks that need to be monitored closely.
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I
Invesco India ESG Integration Strategy Fund(IDCW)
Score 58/100 Decent
The fund shows potential in ESG sectors but faces challenges in profitability and valuation metrics.
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B
Bandhan CRISIL IBX Gilt April 2032 Index Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but is hindered by several risks and moderate growth prospects.
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U
Union Largecap Fund(IDCW-Reinv)
Score 68/100 Decent
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)
Score 68/100 Decent
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)
Score 68/100 Decent
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)
Score 70/100 Decent
The fund shows moderate potential but faces challenges in growth and profitability metrics.
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B
Baroda BNP Paribas Corp Bond Fund(M-IDCW)
Score 72/100 Decent
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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B
Baroda BNP Paribas Corp Bond Fund(A-IDCW)
Score 68/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics.
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N
Nippon India Nifty 500 Equal Weight Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with a diversified approach, but faces challenges in profitability and execution risks.
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A
Aditya Birla SL US Equity Passive FOF(IDCW)
Score 56/100 Decent
The fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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A
Aditya Birla SL US Equity Passive FOF(IDCW Reinvest)
Score 66/100 Decent
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)
Score 48/100 Decent
The fund presents a decent investment opportunity, but potential investors should be cautious of market volatility and inconsistent growth metrics.
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N
Nippon India Medium to Long Duration Fund(H-IDCW)
Score 66/100 Decent
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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N
Nippon India Medium to Long Duration Fund(A-IDCW)
Score 68/100 Decent
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)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of governance and execution risks.
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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. This fund targets growth-oriented stocks, making it ideal for those looking to enhance their portfolio's performance with a focus on momentum investing. Its strategic allocation aims to deliver attractive returns while managing risk effectively. With professional management and a disciplined investment strategy, this fund is a reliable choice for both new and seasoned investors looking to navigate the equity market successfully.

  • Focuses on growth-oriented stocks
  • Dynamic investment strategy
  • Ideal for risk-aware investors
  • Professional management team
  • Aims for attractive returns
  • Disciplined approach to equity markets

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for steady income
  • Experienced fund management team
  • Growing retail investor interest
Risks ⚠️
  • Market volatility impacts returns
  • High expense ratio
  • Limited liquidity for redemption
  • Economic downturn risks
  • Regulatory changes affecting funds

Peer Perspective

Union Active Momentum Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could be driven by consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Union Active Momentum Fund(IDCW Payout) • Updated: 2025-10-01 07:34:18
  • 10
    Business
    High
    The fund is invested in sectors that are adapting to future trends, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow 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 there are concerns about disclosures.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain high.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but carries significant risks that may deter conservative investors.