Union Liquid Fund(FN-IDCW Reinv)
Ticker: mf14883
Decent
63/100
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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.
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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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Business Overview
Union Liquid Fund (FN-IDCW Reinv) is a short-term investment solution designed for investors seeking liquidity and capital preservation. Ideal for conservative investors, this fund offers a safe avenue for parking surplus funds while earning reasonable returns. With a focus on high-quality debt instruments, it ensures stability and low risk, making it a preferred choice for both individual and institutional investors.
- Designed for short-term investors
- Focuses on capital preservation
- Invests in high-quality debt instruments
- Provides liquidity and flexibility
- Ideal for conservative investment strategies
Investment Thesis
Union Liquid Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions it as a compelling investment choice for retail investors seeking stability and growth in their portfolios.
- Backed by a reputable promoter group, ensuring trust and reliability.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to industry peers, offering a margin of safety.
- Focus on liquidity and capital preservation, ideal for conservative investors.
- Strong historical performance enhances confidence in future returns.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Potential for capital appreciation
- Tax benefits on long-term investments
- Diversification in portfolio
- Liquidity for quick access
Risks ⚠️
- Market fluctuations affecting returns
- Interest rate changes impact yields
- Inflation eroding purchasing power
- Credit risk from underlying assets
- Regulatory changes affecting operations
📊 Stock Investment Checklist (100 Points)
Union Liquid Fund(FN-IDCW Reinv) • Updated: 2025-10-01 07:37:29
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed, but profit growth is moderate.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is lower than net profit.
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8ValuationHighValuation metrics are in line with peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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5GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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3TechnicalsLowMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 63 / 100
• Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.