Union Business Cycle Fund
Ticker: mf13292
Risky
48/100
☆ Add to Watchlist
More Options
W
WOC Ultra Short Duration Fund
The fund shows moderate potential but faces challenges in growth and profitability metrics.
View details
B
Bandhan CRISIL IBX 90:10 SDL Plus Gilt - April 2032 Index Fund
The fund shows decent potential but is sensitive to market conditions and interest rates.
View details
K
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
The Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund presents a decent investment opportunity with stable returns, but growth potential is limited due to its focus on debt instruments.
View details
M
Mahindra Manulife Equity Savings Fund
The fund shows potential but faces challenges in growth consistency and valuation metrics.
View details
B
Bank of India Business Cycle Fund
The Bank of India Business Cycle Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
View details
Q
Quantum Liquid Fund
The Quantum Liquid Fund shows several weaknesses in growth and profitability metrics, indicating a risky investment.
View details
M
Mahindra Manulife Consumption Fund
The Mahindra Manulife Consumption Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
View details
I
ICICI Pru Nifty Smallcap 250 Index Fund
The fund has potential but faces challenges in growth consistency and valuation metrics.
View details
H
HDFC NIFTY Smallcap 250 Index Fund
The HDFC NIFTY Smallcap 250 Index Fund shows decent potential for growth, but investors should be cautious of the inherent risks associated with smallcap investments.
View details
P
PGIM India Liquid Fund
The PGIM India Liquid Fund shows decent stability and growth potential, but faces challenges in a competitive market.
View details
T
Tata Housing Opportunities Fund
Tata Housing Opportunities Fund shows potential in a growing sector, but faces significant challenges that could impact performance.
View details
I
ITI Focused Fund
The ITI Focused Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
View details
L
LIC MF Aggressive Hybrid Fund
The LIC MF Aggressive Hybrid Fund shows potential for growth with a decent risk profile, but investors should remain cautious of execution risks.
View details
M
Motilal Oswal Gold and Silver ETFs FoF
The fund shows potential in a growing sector but faces challenges in growth consistency and market volatility.
View details
U
UTI Nifty 500 Value 50 Index Fund
The UTI Nifty 500 Value 50 Index Fund presents a decent investment opportunity with a balanced approach to growth and risk, but investors should remain cautious of market volatility and execution risks.
View details
F
Franklin India Retirement Fund
The Franklin India Retirement Fund shows potential in a growing sector, but faces challenges in profitability and execution risks.
View details
Business Overview
Union Business Cycle Fund is designed for investors seeking to capitalize on the cyclical nature of the economy. This fund strategically invests in sectors that tend to perform well during different phases of the economic cycle, making it ideal for those looking to enhance their portfolio's growth potential. With a focus on disciplined investment strategies, it aims to deliver consistent returns while managing risks effectively. This fund is perfect for both seasoned investors and newcomers looking to diversify their investments.
- Targets sectors based on economic cycles
- Ideal for growth-oriented investors
- Focus on risk management
- Disciplined investment strategy
- Aims for consistent returns
- Diversifies investment portfolio
Investment Thesis
Union Business Cycle Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. These factors position the fund for robust performance in the evolving market landscape.
- Strong backing from a reputable promoter group enhances investor confidence.
- Expanding digital services sector offers substantial growth opportunities.
- Valuation metrics indicate it is undervalued relative to industry peers.
- Strategic focus on innovation aligns with market trends.
- Proven track record of delivering consistent returns to investors.
Opportunity vs Risk
Opportunities
- Growing demand for cyclical stocks
- Potential for high returns
- Diversification in portfolio
- Economic recovery boosting performance
Risks ⚠️
- Market volatility affecting returns
- Interest rate hikes impacting growth
- Sector-specific downturns
- Global economic uncertainties
Peer Perspective
Union Business Cycle Fund currently trades at a discount compared to peers like HDFC Mutual Fund and ICICI Prudential. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Union Business Cycle Fund • Updated: 2025-09-29 16:28:43
-
10BusinessHighThe sector shows potential but lacks a strong competitive moat.
-
10GrowthHighRevenue growth has been inconsistent, with fluctuations in profit margins.
-
10ProfitabilityHighROE and ROCE are below industry averages, indicating weaker profitability.
-
8ValuationHighValuation metrics are higher than peers, suggesting overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is decent, but there are concerns about disclosures.
-
5DriversGoodLimited growth catalysts identified; execution risks are present.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The Union Business Cycle Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.