Union Value Fund
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Business Overview
Union Value Fund is a dynamic investment option designed for individuals seeking long-term wealth creation through equity markets. Ideal for both seasoned investors and newcomers, this fund aims to capitalize on growth opportunities in Indian companies. Its strategic approach focuses on value investing, ensuring that your investments are directed towards fundamentally strong businesses. With a dedicated management team and a commitment to transparency, Union Value Fund stands out as a reliable choice for those looking to enhance their financial portfolio.
- Long-term wealth creation
- Ideal for all investor levels
- Focus on value investing
- Invests in fundamentally strong companies
- Managed by experienced professionals
- Transparent investment approach
Investment Thesis
Union Value Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund for robust long-term returns, making it a prudent choice for investors seeking growth in a dynamic market.
- Strong backing from a reputable promoter group enhances trust and stability.
- Digital services sector is poised for exponential growth, driving future revenue.
- Current valuation is competitive, offering potential for significant upside.
- Proven track record of performance instills confidence among investors.
- Strategic focus on innovation positions the fund ahead of industry trends.
Opportunity vs Risk
- Strong historical performance
- Diverse investment portfolio
- Growing market demand
- Experienced management team
- Potential for high returns
- Market volatility
- Regulatory changes
- Economic downturns
- High management fees
- Limited liquidity
Peer Perspective
Union Value Fund trades at a slight premium to peers like HDFC Mutual Fund and ICICI Prudential, driven by stronger growth prospects. A sustained improvement in margin stability could trigger a rerating in its valuation.
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8BusinessHighThe fund operates in a future-ready 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 satisfactory, but cash flow is inconsistent.
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9ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth catalysts are present, but execution risks are notable.
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1TechnicalsLowMarket sentiment is weak with low liquidity.