Union ELSS Tax Saver Fund

Ticker: mf13144
Decent 68/100

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Business Overview

Union ELSS Tax Saver Fund is a tax-saving mutual fund designed for investors seeking to maximize their savings while benefiting from long-term capital appreciation. Ideal for individuals looking to reduce their taxable income under Section 80C, this fund combines equity investments with tax efficiency. It matters because it not only helps you save taxes but also aims for wealth creation over time. With a professional management team and a diversified portfolio, it offers a balanced approach to investing.

  • Tax benefits under Section 80C
  • Focus on long-term capital growth
  • Professionally managed for optimal returns
  • Diversified equity exposure
  • Suitable for risk-tolerant investors
  • Encourages disciplined investing habits

Opportunity vs Risk

Opportunities
  • Tax benefits on investments
  • Long-term capital appreciation potential
  • Diversified equity exposure
  • Professional fund management
  • Rising market sentiment
Risks ⚠️
  • Market volatility impacts returns
  • Regulatory changes affecting ELSS
  • Poor fund performance history
  • Lock-in period constraints
  • Economic downturn risks
📊 Stock Investment Checklist (100 Points)
Union ELSS Tax Saver Fund • Updated: 2025-09-29 15:55:10
  • 10
    Business
    High
    The sector is future-ready with a clear model but lacks a strong moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is not consistently higher than net profit.
  • 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 there are concerns about pledging.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Union ELSS Tax Saver Fund shows decent potential but has several areas of concern that need to be addressed for better performance.


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