Union Arbitrage Fund(IDCW Reinvest)
Ticker: mf16786
Risky
48/100
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U
Union Arbitrage Fund(IDCW)
The Union Arbitrage Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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S
Sundaram Arbitrage Fund(M-IDCW)
The fund shows decent potential with stable operations, but growth and profitability metrics suggest caution.
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A
Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious of execution risks and valuation concerns.
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S
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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S
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)
The fund shows potential but faces challenges in profitability and governance.
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I
ITI Banking & Financial Services Fund(IDCW)
The fund shows potential in a future-ready sector but faces challenges in profitability and valuation metrics.
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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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Business Overview
Union Arbitrage Fund (IDCW Reinvest) is a strategic investment option designed for investors seeking stable returns with lower risk. This fund primarily focuses on arbitrage opportunities in the equity markets, making it ideal for conservative investors looking to preserve capital while earning potential gains. With a disciplined approach to investment, it aims to provide consistent income through reinvestment of dividends. The fund is managed by experienced professionals, ensuring a robust strategy to navigate market fluctuations.
- Designed for conservative investors
- Focuses on equity market arbitrage
- Aims for stable and consistent returns
- Reinvests dividends for compounded growth
- Managed by experienced professionals
- Lower risk compared to traditional equity funds
Investment Thesis
Union Arbitrage Fund (IDCW Reinvest) stands out due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns, making it an appealing choice for Indian retail investors seeking stability and growth.
- Backed by a reputable promoter group, ensuring trust and reliability.
- Digital services are on a growth trajectory, enhancing revenue prospects.
- Valuation metrics indicate it is undervalued relative to industry peers.
- Focused on risk management through arbitrage strategies, offering downside protection.
- Ideal for investors looking for a balanced approach to equity exposure.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversification across multiple assets
- Expert management team
- Market volatility may boost returns
- Tax-efficient growth through reinvestment
Risks ⚠️
- Market fluctuations impact returns
- Liquidity concerns during downturns
- Management fees may erode profits
- Regulatory changes affecting operations
- Economic slowdown risks performance
Peer Perspective
Union Arbitrage Fund trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if it achieves consistent margin stability and improved risk-adjusted returns.
📊 Stock Investment Checklist (100 Points)
Union Arbitrage Fund(IDCW Reinvest) • Updated: 2025-10-01 07:34:53
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10BusinessHighThe sector is evolving but lacks a strong moat.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are below industry averages.
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8ValuationHighValuation metrics indicate overvaluation compared to peers.
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7BalanceHighDebt levels are manageable but liquidity is a concern.
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6GovernanceGoodPromoter holding is decent, but some pledging exists.
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5DriversGoodLimited growth catalysts identified.
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5TechnicalsGoodWeak momentum and liquidity issues in the market.
Final Score & Verdict
Score 48 / 100
• Risky
The fund presents several risks with limited growth prospects and profitability concerns.