Union Balanced Advantage Fund(IDCW)
Ticker: mf15812
Decent
68/100
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B
Baroda BNP Paribas Gilt Fund(IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
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I
Invesco India PSU Equity Fund(IDCW)
The fund shows decent potential but is hindered by several risks and average performance metrics.
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I
ICICI Pru Retirement Fund-Pure Equity Plan(IDCW)
The fund shows decent potential but carries some risks that investors should consider before investing.
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D
DSP Banking & Financial Services Fund(IDCW)
The fund shows decent potential but faces challenges in profitability and valuation metrics.
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D
DSP Banking & Financial Services Fund(IDCW Reinvest)
The fund has potential in a growing sector, but faces challenges in profitability and valuation, warranting cautious investment.
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I
Invesco India Ultra Short Duration Fund(DD-IDCW)
The fund shows potential but faces significant risks and lacks strong growth drivers.
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I
Invesco India Ultra Short Duration Fund(Q-IDCW)
The fund shows potential but is hindered by several risks and inconsistent performance metrics.
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I
Invesco India Ultra Short Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability, but some governance concerns and execution risks should be monitored.
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I
Invesco India Ultra Short Duration Fund(A-IDCW)
The fund shows moderate potential but carries risks that may affect future performance.
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T
Tata India Pharma & Healthcare Fund(IDCW-Payout)
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics. Caution is advised.
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T
Tata India Pharma & Healthcare Fund(IDCW)
The fund shows decent potential with consistent growth and profitability, but some risks in governance and execution need to be monitored.
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U
UTI Banking and Financial Services Fund(IDCW)
The UTI Banking and Financial Services Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
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M
Mirae Asset Overnight Fund(M-IDCW)
The fund shows decent potential but is facing challenges in profitability and growth drivers.
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M
Mirae Asset Overnight Fund(W-IDCW)
The fund shows a decent performance with stable growth and a solid balance sheet, making it a reasonable investment option.
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M
Mirae Asset Overnight Fund(DD-IDCW)
The fund shows decent potential but lacks strong growth drivers and competitive advantages.
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A
Aditya Birla SL Income Plus Arbitrage Active FOF(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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Business Overview
Union Balanced Advantage Fund (IDCW) is a dynamic mutual fund designed for investors seeking a balanced approach to wealth creation. This fund strategically invests in both equities and fixed income, adjusting its allocation based on market conditions. Ideal for risk-conscious investors, it aims to provide capital appreciation while managing volatility. With a professional management team and a focus on long-term growth, this fund is a smart choice for those looking to diversify their investment portfolio.
- Dynamic asset allocation between equities and fixed income
- Designed for risk-conscious investors
- Aims for capital appreciation with managed volatility
- Professional management for informed decision-making
- Ideal for long-term investment goals
Investment Thesis
Union Balanced Advantage Fund (IDCW) 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 deliver consistent returns, making it a compelling choice for retail investors seeking balanced exposure in a dynamic market.
- Strong backing from a reputable promoter group enhances trust and reliability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to peer funds indicate potential upside.
- Balanced approach mitigates risks while capturing growth opportunities.
- Proven track record of performance supports long-term investment confidence.
Opportunity vs Risk
Opportunities
- Digital CX growth in healthcare/finance
- Global client base
- Backed by strong group
- Attractive valuation
Risks ⚠️
- Inconsistent earnings trend
- Weak ROE/ROCE vs peers
- Promoter pledging, low liquidity
- Execution risk on contracts
Peer Perspective
Union Balanced Advantage Fund is currently trading at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Union Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 15:42:38
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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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, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with good liquidity.
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5GovernanceGoodPromoter holding is strong, but some pledging exists.
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6DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution should be monitored.