Union Arbitrage Fund(IDCW)
Ticker: mf16787
Decent
68/100
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Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund(IDCW)
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Sundaram Overnight Fund(M-IDCW Payout)
The fund shows decent potential with stable growth and manageable risks, but caution is advised due to execution uncertainties.
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Sundaram Overnight Fund(M-IDCW)
The fund shows decent fundamentals but faces challenges in growth and profitability.
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G
Groww Liquid Fund(FN-IDCW)
The Groww Liquid Fund shows decent potential but lacks strong growth drivers and competitive advantages. Caution is advised.
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G
Groww Liquid Fund(M-IDCW)
The Groww Liquid Fund shows decent potential with stable growth and fair valuation, but it faces challenges in profitability consistency and execution risks.
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G
Groww Liquid Fund(W-IDCW)
The Groww Liquid Fund shows decent potential with stable growth and acceptable profitability metrics, but it faces challenges in cash flow consistency and market liquidity.
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G
Groww Liquid Fund(DD-IDCW)
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I
ITI Banking & Financial Services Fund(IDCW)
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B
Baroda BNP Paribas Low Duration Fund(W-IDCW)
The fund shows decent potential but faces challenges in profitability and market sentiment.
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B
Baroda BNP Paribas Low Duration Fund(M-IDCW)
The fund shows potential but carries significant risks and lacks strong growth drivers.
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B
Baroda BNP Paribas Low Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance need to be monitored.
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E
Edelweiss NIFTY Large Mid Cap 250 Index Fund(IDCW)
The fund is positioned well within the market, showing decent growth potential and stability, but investors should be cautious of execution risks.
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B
Baroda BNP Paribas Banking and Fin Serv Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious of profitability and execution risks.
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H
Helios Balanced Advantage Fund(IDCW)
The Helios Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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H
Helios Balanced Advantage Fund(IDCW Payout)
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Business Overview
Union Arbitrage Fund (IDCW) is a unique investment option designed for investors seeking to capitalize on market inefficiencies through arbitrage strategies. Ideal for conservative investors looking for stable returns with lower risk, this fund aims to provide consistent income while preserving capital. With a focus on equity and debt instruments, it balances risk and reward effectively. The fund is managed by experienced professionals, ensuring strategic decision-making and transparency.
- Designed for conservative investors
- Focuses on market inefficiencies
- Aims for stable, consistent returns
- Managed by experienced professionals
- Balances risk and reward effectively
Investment Thesis
Union Arbitrage Fund (IDCW) stands out due to its credible promoter group, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking stability and growth.
- Strong backing from a reputable promoter group enhances credibility.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers provide a margin of safety.
- Focus on arbitrage strategies offers risk mitigation and potential returns.
- Consistent performance history builds investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment strategy
- Potential for steady income
- Access to arbitrage opportunities
- Strong management team
- Low correlation with equity markets
Risks ⚠️
- Market volatility impacts returns
- Liquidity risks in arbitrage trades
- Regulatory changes affecting strategies
- Interest rate fluctuations
- Limited historical performance data
Peer Perspective
Union Arbitrage Fund trades at a slight discount compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
Union Arbitrage Fund(IDCW) • Updated: 2025-10-01 07:35:05
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10BusinessHighThe fund operates in a niche arbitrage segment, but lacks a strong competitive moat.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is inconsistent.
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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 decent, but there are concerns about transparency.
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5DriversGoodLimited growth drivers identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Arbitrage Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.