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Union Midcap Fund

Ticker: mf12994
Decent 68/100

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B
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D
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K
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I
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D
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S
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M
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I
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S
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A
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L
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J
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D
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Business Overview

Union Midcap Fund is a mutual fund designed for investors seeking long-term capital appreciation through investments in mid-cap companies. This fund is ideal for those looking to diversify their portfolios and capitalize on the growth potential of emerging businesses in India. With a focus on quality mid-cap stocks, it aims to deliver superior returns over time. By investing in this fund, you gain access to professional management and a diversified investment approach, making it a smart choice for both new and seasoned investors.

  • Focuses on mid-cap companies with high growth potential
  • Ideal for long-term capital appreciation
  • Diversifies investment portfolio
  • Managed by experienced professionals
  • Aims for superior returns over time

Opportunity vs Risk

Opportunities
  • Strong growth potential in midcaps
  • Diversification across multiple sectors
  • Access to emerging market trends
  • Professional fund management expertise
Risks ⚠️
  • Market volatility affecting midcap stocks
  • Higher expense ratios than large caps
  • Economic downturn impacts midcap performance
  • Liquidity concerns in smaller stocks
📊 Stock Investment Checklist (100 Points)
Union Midcap Fund • Updated: 2025-09-29 15:57:03
  • 10
    Business
    High
    Midcap sector shows potential but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry average, but OCF is volatile.
  • 8
    Valuation
    High
    P/E ratio is higher than 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 pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Union Midcap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.


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