Union Liquid Fund(DD-IDCW)
Ticker: mf14884
Risky
48/100
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U
Union Liquid Fund(M-IDCW Reinv)
The fund shows decent performance metrics but lacks strong growth catalysts and faces some risks.
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U
Union Liquid Fund(W-IDCW)
The Union Liquid Fund shows decent potential with stable growth and a strong balance sheet, but execution risks and average profitability metrics should be monitored.
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I
ICICI Pru Dividend Yield Equity Fund(IDCW)
The fund shows decent potential with a stable growth trajectory and sound financials, but investors should remain cautious of execution risks.
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I
ICICI Pru Dividend Yield Equity Fund(IDCW-Payout)
The fund shows decent potential for growth with a stable balance sheet, but investors should be cautious of execution risks and valuation levels.
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U
UTI Corporate Bond Fund(F-IDCW)
UTI Corporate Bond Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
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U
UTI Corporate Bond Fund(A-IDCW)
The UTI Corporate Bond Fund shows decent potential with stable growth, but faces challenges in profitability and valuation metrics.
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U
UTI Corporate Bond Fund(H-IDCW)
The UTI Corporate Bond Fund shows decent fundamentals but faces challenges in growth and profitability. Investors should be cautious.
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U
UTI Corporate Bond Fund(Q-IDCW)
The UTI Corporate Bond Fund shows moderate potential but faces challenges in profitability and growth drivers.
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W
WOC Flexi Cap Fund(IDCW Payout)
The fund shows decent potential with a balanced approach to growth and risk, making it a reasonable investment option.
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W
WOC Flexi Cap Fund(IDCW)
The WOC Flexi Cap Fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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I
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout)
The fund shows decent potential but lacks strong growth drivers and has some governance concerns that could impact performance.
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I
ICICI Pru Medium Term Bond Fund(Q-IDCW)
The fund shows decent growth potential but has some risks associated with liquidity and governance.
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S
SBI Equity Savings Fund(M-IDCW)
The SBI Equity Savings Fund shows decent potential with consistent growth and profitability metrics, though some execution risks exist.
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S
SBI Equity Savings Fund(Q-IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
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S
SBI Equity Savings Fund(Q-IDCW Payout)
The SBI Equity Savings Fund shows decent potential with consistent growth and reasonable valuations, but attention should be paid to governance and execution risks.
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S
SBi Equity Savings Fund(M-IDCW Payout)
The fund shows decent potential with a balanced risk-reward profile, but investors should remain cautious of execution risks.
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Business Overview
Union Liquid Fund (DD-IDCW) is a debt mutual fund designed for investors seeking short-term investment options with low risk. Ideal for conservative investors, it offers liquidity while aiming to provide reasonable returns. This fund is particularly beneficial for those looking to park their surplus funds for a brief period without compromising on safety. With a focus on capital preservation, it stands out in the market for its reliability and transparency.
- Low-risk investment option
- Ideal for short-term financial goals
- Provides liquidity and capital preservation
- Transparent and reliable management
- Suitable for conservative investors
Investment Thesis
Union Liquid Fund (DD-IDCW) stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This makes it a compelling choice for retail investors seeking stability and growth in their portfolio.
- Backed by a reputable promoter group, ensuring trust and reliability.
- Capitalizes on the growing digital services sector, promising future returns.
- Valuation metrics indicate significant upside potential compared to industry peers.
- Focus on liquidity makes it a safe investment for risk-averse investors.
- Consistent performance track record enhances investor 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 Liquid Fund trades at a slight premium compared to peers like HDFC Liquid Fund and ICICI Prudential Liquid Fund. A rerating could occur if it demonstrates consistent margin stability and improved liquidity management.
📊 Stock Investment Checklist (100 Points)
Union Liquid Fund(DD-IDCW) • Updated: 2025-10-01 07:37:08
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10BusinessHighThe sector is stable but lacks significant growth potential.
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10GrowthHighModerate revenue growth observed, but profit growth is inconsistent.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is volatile.
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8ValuationHighValuation metrics are slightly above peers, indicating overvaluation.
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7BalanceHighBalance sheet is stable with manageable debt levels.
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6GovernanceGoodPromoter holding is decent, but some concerns over disclosures.
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5DriversGoodLimited growth drivers and execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The Union Liquid Fund presents a risky investment opportunity with moderate growth potential and concerns over profitability and valuation.