Union Value Fund

Ticker: mf13418
Decent 48/100

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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

Opportunities
  • Strong historical performance
  • Diverse investment portfolio
  • Growing market demand
  • Experienced management team
  • Potential for high returns
Risks ⚠️
  • 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.
📊 Stock Investment Checklist (100 Points)
Union Value Fund • Updated: 2025-09-29 16:41:34
  • 8
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but cash flow is inconsistent.
  • 9
    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 disclosures.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks are notable.
  • 1
    Technicals
    Low
    Market sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The Union Value Fund shows potential but faces challenges in profitability and market sentiment.


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