Union Gold ETF FoF(IDCW Reinvest)
Ticker: mf17458
Decent
68/100
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U
Union Gold ETF FoF(IDCW)
The Union Gold ETF FoF(IDCW) presents a decent investment opportunity with moderate growth potential and reasonable valuations, but investors should be cautious of market volatility and execution risks.
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P
PGIM India Equity Savings Fund(M-IDCW)
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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P
PGIM India Equity Savings Fund(A-IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
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G
Groww Nifty India Defence ETF FOF(IDCW)
The ETF is positioned well within a growing sector, but investors should be cautious of geopolitical risks and governance issues.
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M
Mirae Asset Nifty SDL June 2028 Index Fund(IDCW)
The fund presents a decent investment opportunity with stable returns, but limited growth potential.
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A
Aditya Birla SL BSE 500 Quality 50 Index Fund(IDCW)
The fund shows potential for steady growth with a focus on quality companies, but investors should be cautious of valuation and execution risks.
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A
Aditya Birla SL CRISIL IBX Gilt April 2033 Index Fund(IDCW)
The fund presents a moderate investment opportunity with some risks, particularly in profitability and governance.
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N
Navi Liquid Fund(W-IDCW Payout)
The Navi Liquid Fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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N
Navi Liquid Fund(M-IDCW Payout)
The Navi Liquid Fund shows decent potential with stable growth and fair valuation, but it faces some execution risks and liquidity concerns.
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N
Navi Liquid Fund(DD-IDCW)
The Navi Liquid Fund shows decent potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised due to limited growth drivers.
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N
Navi Liquid Fund(W-IDCW)
The Navi Liquid Fund shows moderate potential with some strengths in growth and profitability, but faces challenges in valuation and governance.
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N
Navi Liquid Fund(M-IDCW)
Navi Liquid Fund shows decent potential with stable growth and manageable risks, but investors should be cautious about liquidity and execution challenges.
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F
Franklin India Income Plus Arbitrage Active FoF(IDCW Payout)
The fund shows decent potential but faces challenges in growth and profitability metrics.
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F
Franklin India Income Plus Arbitrage Active FoF(IDCW)
The fund shows potential but has several areas of concern that could impact future performance.
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B
Bank of India Overnight Fund(M-IDCW)
The Bank of India Overnight Fund shows moderate potential but faces challenges in growth and profitability consistency.
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B
Bank of India Overnight Fund(DD-IDCW)
The Bank of India Overnight Fund shows potential but faces challenges in growth consistency and valuation metrics.
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Business Overview
Union Gold ETF FoF (IDCW Reinvest) is a mutual fund that invests primarily in gold exchange-traded funds, making it an ideal choice for investors looking to gain exposure to gold without the hassles of physical ownership. This fund is designed for both seasoned investors and newcomers seeking to diversify their portfolios with a safe-haven asset. Gold has historically been a reliable hedge against inflation and currency fluctuations, making this ETF a strategic addition to any investment strategy.
- Invests in gold ETFs for easy exposure to gold
- Ideal for both new and experienced investors
- Helps diversify investment portfolios
- Acts as a hedge against inflation
- No physical storage hassles
- Reinvests dividends for potential growth
Investment Thesis
Union Gold ETF FoF stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This ETF provides a strategic opportunity for investors seeking exposure to gold while benefiting from the backing of a reputable management team.
- Strong promoter group with a proven track record in asset management.
- Significant growth potential in digital services, enhancing investor accessibility.
- Attractive valuation metrics compared to competing gold ETFs.
- Diversification benefits of gold in a balanced investment portfolio.
- Consistent performance and stability in uncertain market conditions.
Opportunity vs Risk
Opportunities
- Diversified gold investment exposure
- Hedge against inflation
- Potential for long-term capital appreciation
- Easy to trade on exchanges
Risks ⚠️
- Gold price volatility
- Currency fluctuation impact
- Management fees may reduce returns
- Market sentiment can affect performance
Peer Perspective
Union Gold ETF FoF trades at a slight premium compared to peers like Nippon Gold ETF and HDFC Gold ETF. A rerating could occur if gold prices stabilize, enhancing investor confidence and inflows.
📊 Stock Investment Checklist (100 Points)
Union Gold ETF FoF(IDCW Reinvest) • Updated: 2025-10-01 07:35:34
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10BusinessHighGold ETFs are in a future-ready sector, but competition is high.
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10GrowthHighConsistent growth in gold prices, but dependent on market conditions.
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10ProfitabilityHighModerate ROE and OCF, but net profit margins are thin.
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8ValuationHighValuation metrics are in line with peers, but not compelling.
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7BalanceHighStrong liquidity, minimal debt, but reserves are average.
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6GovernanceGoodPromoter holding is stable, but disclosures could improve.
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5DriversGoodGrowth drivers are limited; execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral; liquidity is moderate.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Gold ETF FoF presents a decent investment opportunity with moderate risks, primarily driven by market conditions and competition.