Union Liquid Fund(M-IDCW Reinv)

Ticker: mf14885
Decent 68/100

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Business Overview

Union Liquid Fund (M-IDCW Reinv) is a short-term investment option designed for individuals seeking liquidity and capital preservation. This fund primarily invests in money market instruments and debt securities, making it ideal for conservative investors looking for a safe place to park their funds while earning returns. It is suitable for those aiming to meet short-term financial goals or needing quick access to their investments.

  • Ideal for conservative investors
  • Focuses on liquidity and capital preservation
  • Invests in money market instruments
  • Suitable for short-term financial goals
  • Offers potential returns with low risk

Opportunity vs Risk

Opportunities
  • Stable returns in a low-interest environment
  • Potential for capital appreciation
  • Diversification in investment portfolio
  • Liquidity for short-term needs
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations
  • Credit risk from underlying assets
  • Inflation eroding purchasing power
📊 Stock Investment Checklist (100 Points)
Union Liquid Fund(M-IDCW Reinv) • Updated: 2025-10-01 07:37:39
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Consistent revenue growth but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers but show limited upside.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent performance metrics but lacks strong growth catalysts and faces some risks.