Union Focused Fund(IDCW)
Ticker: mf16584
Decent
68/100
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U
Union Focused Fund(IDCW Payout)
The Union Focused Fund shows potential for growth but comes with several risks that need to be monitored closely.
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S
SBI FMP-81-1157D(IDCW)
The stock presents several risks with limited growth potential and weak technicals, making it a risky investment at this time.
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P
PGIM India Multi Cap Fund(IDCW)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.
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E
Edelweiss Consumption Fund(IDCW)
The Edelweiss Consumption Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
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E
Edelweiss ELSS Tax saver Fund(IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
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I
ITI ELSS Tax Saver Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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I
Invesco India - Invesco Global Consumer Trends FoF(IDCW)
The fund shows potential in the consumer sector with decent growth prospects, but faces challenges in valuation and execution risks.
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S
SBI FMP-64-1169D(IDCW)
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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B
Bandhan CRISIL IBX Gilt April 2026 Index Fund(IDCW)
The fund shows potential for moderate returns but carries certain risks that investors should consider.
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B
Bank of India Large & Mid Cap Fund(Q-IDCW)
The fund shows potential for moderate growth, but investors should be cautious of the risks involved.
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B
Bank of India Large & Mid Cap Fund(IDCW)
The fund shows potential for moderate returns, but investors should be cautious of the underlying risks and market conditions.
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A
Aditya Birla SL Retirement Fund-30(IDCW-Reinv)
The fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment choice.
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A
Aditya Birla SL Retirement Fund-30(IDCW)
The fund shows potential for growth but faces challenges in profitability and valuation. Caution is advised.
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K
Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund(IDCW Payout)
The fund is positioned well within a stable bond market, but investors should be cautious of interest rate fluctuations and market conditions.
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K
Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund(IDCW)
The fund is stable with decent returns but lacks significant growth potential. It is suitable for conservative investors seeking fixed income exposure.
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W
WOC ELSS Tax Saver Fund(IDCW)
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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Business Overview
Union Focused Fund (IDCW) is an equity mutual fund designed for investors seeking long-term capital appreciation through a concentrated portfolio of high-quality stocks. Ideal for those who prefer a focused investment strategy, this fund aims to deliver superior returns by investing in a select few companies with strong growth potential. Its disciplined approach to stock selection and active management makes it a compelling choice for investors looking to enhance their equity exposure.
- Focuses on high-quality stocks
- Ideal for long-term capital appreciation
- Concentrated portfolio for better returns
- Managed by experienced professionals
- Disciplined investment strategy
- Suitable for risk-tolerant investors
Opportunity vs Risk
Opportunities
- Strong focus on dividend income
- Potential for capital appreciation
- Diversified portfolio across sectors
- Experienced fund management team
Risks ⚠️
- Market volatility affecting returns
- High expense ratio
- Regulatory changes impacting funds
- Interest rate fluctuations
📊 Stock Investment Checklist (100 Points)
Union Focused Fund(IDCW) • Updated: 2025-10-01 21:58:27
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10BusinessHighThe fund is focused on sectors with growth potential and a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns over pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Focused Fund shows decent potential with solid growth and profitability metrics, though some risks in governance and execution should be monitored.