Union Short Duration Fund(IDCW)
Ticker: mf16464
Decent
68/100
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U
Union Short Duration Fund(IDCW Payout)
The Union Short Duration Fund shows decent potential but faces challenges in profitability and valuation compared to peers.
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Kotak Global Innovation Overseas Equity Omni FOF(IDCW Payout)
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ITI Large Cap Fund(IDCW)
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Bandhan Multi-Factor Fund(IDCW Reinvest)
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Franklin India Banking & PSU Debt Fund(IDCW Payout)
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Franklin India Banking & PSU Debt Fund(IDCW)
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Mahindra Manulife Value Fund(IDCW Payout)
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Mahindra Manulife Value Fund(IDCW)
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ICICI Pru Nifty IT Index Fund(IDCW)
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ICICI Pru Nifty IT Index Fund(IDCW Payout)
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JM Large Cap Fund(A-IDCW)
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JM Large Cap Fund(H-IDCW)
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JM Large Cap Fund(Q-IDCW)
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JM Large Cap Fund(M-IDCW)
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Business Overview
Union Short Duration Fund (IDCW) is designed for conservative investors seeking stable returns with a short investment horizon. This fund primarily invests in debt and money market instruments, aiming to provide capital appreciation while managing interest rate risk. Ideal for those looking to park their funds for a short period, it offers liquidity and a balanced approach to wealth creation.
- Focuses on short-duration debt instruments
- Ideal for conservative investors
- Offers capital appreciation with reduced risk
- Provides liquidity for short-term needs
- Aims for stable and consistent returns
Investment Thesis
Union Short Duration Fund (IDCW) stands out due to its robust promoter group and credibility in the market. With a significant growth runway in digital services, it presents an attractive investment opportunity. The fund's valuation is competitive compared to its peers, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from a reputable promoter group enhances trust.
- Digital services sector poised for substantial growth, benefiting the fund.
- Attractive valuation metrics compared to peer funds in the market.
- Focus on short-duration investments minimizes interest rate risk.
- Consistent performance track record boosts investor confidence.
Opportunity vs Risk
Opportunities
- Stable income generation
- Low interest rate sensitivity
- Diversified investment portfolio
- Potential for capital appreciation
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bonds
- Market volatility impact
- Liquidity concerns in downturns
Peer Perspective
Union Short Duration Fund trades at a slight premium compared to peers like HDFC Short Term Debt Fund and ICICI Prudential Short Term Fund. A stabilization in margins could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Union Short Duration Fund(IDCW) • Updated: 2025-10-01 22:01:01
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10BusinessHighThe sector is stable but lacks significant growth potential.
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10GrowthHighConsistent revenue growth but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighDebt levels are manageable, but liquidity is a concern.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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5DriversGoodLimited growth catalysts identified.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent performance metrics but faces challenges in profitability and growth potential.