Union Balanced Advantage Fund(IDCW Payout)
Ticker: mf15811
Decent
68/100
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U
Union Balanced Advantage Fund(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution should be monitored.
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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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Business Overview
Union Balanced Advantage Fund (IDCW Payout) is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund aims to provide capital appreciation along with regular income, making it ideal for those looking to grow their wealth while managing risk. With a focus on long-term stability, it adjusts its equity and debt allocation based on market conditions, ensuring optimal performance.
- Designed for risk-averse investors
- Offers a blend of equity and debt exposure
- Regular income through IDCW payouts
- Dynamic asset allocation for market adaptability
- Managed by experienced fund managers
Investment Thesis
Union Balanced Advantage Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to its peers. This fund is well-positioned to deliver consistent returns, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from a reputable promoter group ensures trust and reliability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers enhances investment appeal.
- Balanced approach mitigates risks while targeting capital appreciation.
- Ideal for retail investors looking for a blend of stability and growth.
Opportunity vs Risk
Opportunities
- Potential for steady returns
- Diversification across asset classes
- Tax-efficient investment option
- Professional fund management
- Rising interest in balanced funds
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Management fees may reduce gains
- Limited short-term liquidity
- Regulatory changes affecting funds
Peer Perspective
Union Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Advantage Fund, requiring consistent margin stability for potential rerating in the current market environment.
📊 Stock Investment Checklist (100 Points)
Union Balanced Advantage Fund(IDCW Payout) • Updated: 2025-10-01 07:35:14
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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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7BalanceHighStrong balance sheet with low debt levels and good liquidity.
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6GovernanceGoodPromoter holding is stable with no significant pledging.
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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 68 / 100
• Decent
The Union Balanced Advantage Fund shows a decent overall performance with solid growth potential and a stable financial position, making it a viable investment option.