Union Large & Midcap Fund
Ticker: mf13160
Decent
68/100
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Business Overview
Union Large & Midcap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance growth and stability, this fund aims to capture the potential of India's burgeoning economy. With a strong management team and a disciplined investment approach, it stands out as a reliable choice for wealth creation.
- Diversified exposure to large and mid-cap stocks
- Focus on long-term capital appreciation
- Managed by experienced investment professionals
- Suitable for both new and seasoned investors
- Aligns with India's economic growth trajectory
Investment Thesis
Union Large & Midcap Fund stands out due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a solid choice for retail investors seeking long-term gains.
- Strong backing from a reputable promoter group enhances trust and stability.
- Digital services sector is poised for exponential growth, offering substantial upside.
- Current valuation presents a favorable entry point compared to industry peers.
- Diversified portfolio reduces risk while maximizing return potential.
- Proven track record of consistent performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Potential for long-term growth
- Access to large-cap stocks
Risks ⚠️
- Market volatility impacts returns
- High expense ratio
- Limited liquidity in downturns
- Regulatory changes affecting funds
Peer Perspective
Union Large & Midcap Fund trades at a slight premium compared to peers like HDFC Midcap Opportunities and Kotak Emerging Equity. A sustained growth acceleration and improved margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Union Large & Midcap Fund • Updated: 2025-09-29 15:56:30
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10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a strong moat.
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10GrowthHighConsistent revenue growth, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation 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 there are concerns about transparency.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for moderate growth, but investors should be cautious due to some risks in profitability and execution.