Union Balanced Advantage Fund
Ticker: mf13024
Decent
48/100
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Business Overview
Union Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. Ideal for those looking to enhance their portfolio while managing risk, this fund adjusts its asset allocation based on market conditions. It aims to deliver long-term capital appreciation with a focus on stability. With a professional management team and a disciplined investment strategy, it stands out as a reliable choice for both new and seasoned investors.
- Dynamic asset allocation between equity and debt
- Designed for risk-averse investors
- Focus on long-term capital appreciation
- Managed by experienced professionals
- Adapts to changing market conditions
Investment Thesis
Union Balanced Advantage 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 while offering a balanced risk-return profile for investors.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in digital services provides a competitive edge.
- Attractive valuation metrics make it a compelling choice versus industry peers.
- Balanced approach mitigates risks while aiming for consistent returns.
- Ideal for investors seeking a blend of equity and debt exposure.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for capital appreciation
- Tax benefits under Section 80C
- Suitable for long-term investors
- Professional fund management expertise
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations
- Economic downturns impact performance
- Liquidity risks in market downturns
- Management fees may reduce gains
Peer Perspective
Union Balanced Advantage Fund is currently trading at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
Union Balanced Advantage Fund • Updated: 2025-09-29 16:28:34
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10BusinessHighThe fund operates in a future-ready sector with a diversified investment approach.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF shows some volatility.
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8ValuationHighValuation metrics are reasonable compared to peers, but not compelling.
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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.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows decent potential with a balanced approach, but investors should be cautious of execution risks and liquidity issues.