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Union Low Duration Fund(IDCW Payout)

Ticker: mf16248
Decent 68/100

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Axis Retirement Fund-Aggressive Plan(IDCW)
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B
Bajaj Finserv Overnight Fund(DD-IDCW)
Score 68/100 Decent
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B
Bajaj Finserv Overnight Fund(W-IDCW)
Score 68/100 Decent
Bajaj Finserv Overnight Fund presents a decent investment opportunity with stable sector fundamentals but faces challenges in profitability consistency and growth drivers.
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B
Bajaj Finserv Overnight Fund(M-IDCW)
Score 75/100 Strong
Bajaj Finserv Overnight Fund shows strong fundamentals and growth potential, making it a favorable investment option.
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B
Bajaj Finserv Overnight Fund(FN-IDCW)
Score 70/100 Decent
Bajaj Finserv Overnight Fund shows potential but faces challenges in growth consistency and market sentiment.
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N
Nippon India Income Plus Arbitrage Active FoF(IDCW)
Score 48/100 Risky
The fund is facing several challenges, including inconsistent growth and weak market sentiment, making it a risky investment at this time.
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B
Baroda BNP Paribas Energy Opportunities Fund(IDCW)
Score 48/100 Decent
The fund shows potential for growth in the energy sector, but investors should be cautious due to valuation concerns and execution risks.
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B
Baroda BNP Paribas Overnight Fund(DD-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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Baroda BNP Paribas Overnight Fund(W-IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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P
PGIM India Large and Mid Cap Fund(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth but carries certain risks that need to be monitored closely.
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F
Franklin India NSE Nifty 50 Index Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential due to its diversified portfolio and consistent growth, but faces risks from market volatility and valuation concerns.
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F
Franklin India NSE Nifty 50 Index Fund(IDCW Payout)
Score 70/100 Decent
The Franklin India NSE Nifty 50 Index Fund shows a decent score across various metrics, indicating a stable investment option with moderate growth potential.
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A
Axis Nifty 50 Index Fund(IDCW)
Score 56/100 Decent
The Axis Nifty 50 Index Fund shows decent potential for growth with a diversified portfolio, but investors should be cautious of market volatility and execution risks.
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A
Aditya Birla SL Gold Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential due to its alignment with gold's historical performance, but investors should be cautious of market volatility and competition.
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A
Aditya Birla SL Gold Fund(IDCW)
Score 56/100 Decent
The Aditya Birla SL Gold Fund presents a decent investment opportunity, primarily driven by the stability of gold as an asset class, though it carries inherent market risks.
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U
UTI India Consumer Fund(IDCW)
Score 68/100 Decent
The UTI India Consumer Fund shows decent potential with a solid growth outlook, but some risks in execution and valuation need to be monitored.
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Business Overview

The Union Low Duration Fund (IDCW Payout) is designed for investors seeking stable returns with a focus on low-duration debt instruments. Ideal for conservative investors or those looking for short to medium-term investment options, this fund aims to provide a regular income stream while managing risk effectively. It matters because it offers a balance between liquidity and yield, catering to individuals who want to grow their wealth without significant exposure to market volatility.

  • Focuses on low-duration debt instruments
  • Provides regular income through IDCW payouts
  • Ideal for conservative and risk-averse investors
  • Balances liquidity with attractive yields
  • Managed by experienced investment professionals
  • Supports wealth growth in a stable manner

Opportunity vs Risk

Opportunities
  • Stable income through regular payouts
  • Lower interest rate sensitivity
  • Diversified bond portfolio
  • Suitable for conservative investors
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from bonds
  • Market volatility impact
  • Limited capital appreciation potential
📊 Stock Investment Checklist (100 Points)
Union Low Duration Fund(IDCW Payout) • Updated: 2025-10-01 07:38:11
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential but has several areas of concern that need to be monitored closely.