Union Liquid Fund(FN-IDCW Payout)
Ticker: mf14882
Decent
63/100
☆ Add to Watchlist
More Options
U
Union Liquid Fund(FN-IDCW Reinv)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
View details
U
Union Liquid Fund(DD-IDCW)
The Union Liquid Fund presents a risky investment opportunity with moderate growth potential and concerns over profitability and valuation.
View details
U
Union Liquid Fund(M-IDCW Reinv)
The fund shows decent performance metrics but lacks strong growth catalysts and faces some risks.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
U
UTI Corporate Bond Fund(Q-IDCW)
The UTI Corporate Bond Fund shows moderate potential but faces challenges in profitability and growth drivers.
View details
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.
View details
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.
View details
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.
View details
I
ICICI Pru Medium Term Bond Fund(Q-IDCW)
The fund shows decent growth potential but has some risks associated with liquidity and governance.
View details
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.
View details
S
SBI Equity Savings Fund(Q-IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
View details
Business Overview
Union Liquid Fund (FN-IDCW Payout) is designed for investors seeking a safe and liquid investment option. Ideal for individuals looking to park their short-term savings while earning attractive returns, this fund offers a reliable way to manage liquidity and gain from fixed-income securities. With a focus on capital preservation, it caters to both conservative investors and those seeking to optimize their cash management strategies.
- Ideal for short-term savings
- Offers liquidity and capital preservation
- Invests in high-quality fixed-income securities
- Suitable for conservative investors
- Regular income through IDCW payouts
Investment Thesis
Union Liquid Fund offers a compelling investment opportunity driven by a strong promoter group, robust digital services growth, and attractive valuations compared to peers. This fund is well-positioned to capitalize on market trends, making it a worthy addition to any investor's portfolio.
- Backed by a reputable promoter group, ensuring credibility and trust.
- Significant growth potential in digital services, aligning with market shifts.
- Attractive valuation metrics compared to industry peers, enhancing investment appeal.
- Focus on liquidity and capital preservation, ideal for risk-averse investors.
- Consistent performance track record, showcasing effective fund management.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Potential for capital appreciation
- Regular income through payouts
- Diversification of investment portfolio
- Liquidity for short-term needs
Risks ⚠️
- Market fluctuations affecting returns
- Interest rate changes impact NAV
- Credit risk from underlying assets
- Inflation eroding real returns
- Regulatory changes in mutual funds
📊 Stock Investment Checklist (100 Points)
Union Liquid Fund(FN-IDCW Payout) • Updated: 2025-10-01 07:37:19
-
10BusinessHighThe sector is stable but lacks significant growth drivers.
-
10GrowthHighConsistent revenue growth but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
-
8ValuationHighValuation metrics are in line with peers but not compelling.
-
6BalanceGoodModerate debt levels, liquidity is adequate.
-
5GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
-
4DriversGoodLimited growth catalysts identified.
-
3TechnicalsLowWeak momentum and liquidity issues observed.
Final Score & Verdict
Score 63 / 100
• Decent
The fund shows decent performance metrics but faces challenges in growth and profitability consistency.