Union Aggressive Hybrid Fund(IDCW)
Ticker: mf16330
Decent
68/100
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Business Overview
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
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10BusinessHighThe fund is invested in a diversified portfolio across sectors, but lacks a clear moat.
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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 some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain high.
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5TechnicalsGoodMarket 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.