Union Arbitrage Fund
Ticker: mf13456
Risky
48/100
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Business Overview
The Union Arbitrage Fund is a strategic investment vehicle designed for investors seeking to capitalize on market inefficiencies. Ideal for conservative investors looking for steady returns with lower risk, this fund employs a unique arbitrage strategy to generate profits. It matters because it offers a balanced approach to wealth creation, especially in volatile markets. With a focus on capital preservation and consistent performance, the fund aims to provide peace of mind and financial growth for its investors.
- Designed for conservative investors
- Focuses on market inefficiencies
- Lower risk with steady returns
- Capital preservation as a priority
- Ideal for wealth creation in volatile markets
Investment Thesis
Union Arbitrage Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it favorably for long-term gains, making it a compelling choice for Indian retail investors.
- Strong backing from a reputable promoter group enhances trust and stability.
- Digital services are experiencing significant growth, offering a promising runway for future expansion.
- Valuation metrics indicate that Union Arbitrage Fund is attractively priced compared to industry peers.
- The fund's diversified investment strategy mitigates risks while maximizing returns.
- Positive market sentiment and increasing retail participation further bolster its investment appeal.
Opportunity vs Risk
Opportunities
- Strong historical returns
- Diversification benefits
- Growing interest in arbitrage
- Low correlation with equities
- Potential for steady income
Risks ⚠️
- Market volatility impact
- Regulatory changes
- Management fees
- Liquidity concerns
- Dependence on market inefficiencies
Peer Perspective
Union Arbitrage Fund trades at a slight premium to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Union Arbitrage Fund • Updated: 2025-09-29 16:28:24
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10BusinessHighThe sector is relatively stable but lacks significant growth potential.
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10GrowthHighRevenue growth has been inconsistent with fluctuating profit margins.
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8ProfitabilityHighROE and ROCE are below industry averages, indicating weaker profitability.
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9ValuationHighValuation metrics are slightly above peers, suggesting overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity is a concern.
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7GovernanceHighPromoter holding is decent, but there are some concerns regarding disclosures.
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5DriversGoodLimited growth drivers identified, with execution risks present.
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1TechnicalsLowMarket sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The Union Arbitrage Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.