Union Multi Asset Allocation Fund
Ticker: mf13202
Decent
68/100
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Business Overview
Union Multi Asset Allocation Fund is a diversified investment solution designed for investors seeking balanced growth through a mix of equity, debt, and gold. Ideal for those looking to optimize their portfolio with a single fund, it aims to reduce risk while enhancing returns. This fund is particularly beneficial for long-term investors who want exposure to multiple asset classes without the hassle of managing individual investments.
- Diversified investment across equity, debt, and gold
- Designed for long-term capital appreciation
- Reduces risk through asset allocation
- Ideal for investors seeking simplicity
- Managed by experienced professionals
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady returns
- Tax benefits on long-term gains
- Growing interest in multi-asset strategies
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations
- Management fees may reduce profits
- Economic downturn impacts performance
📊 Stock Investment Checklist (100 Points)
Union Multi Asset Allocation Fund • Updated: 2025-09-29 15:57:21
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10BusinessHighThe fund operates in a diversified asset allocation space, which is future-ready but lacks a strong moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but some concerns about disclosures.
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5DriversGoodGrowth drivers 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 Multi Asset Allocation Fund shows decent potential with consistent growth and manageable risks, but it lacks a strong competitive edge and has some governance concerns.