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Union Equity Savings Fund

Ticker: mf13631
Decent 66/100

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B
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Samco Large & Mid Cap Fund
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M
Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund
Score 48/100 Decent
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N
Nippon India Nifty IT Index Fund
Score 68/100 Decent
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Samco Large Cap Fund
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DSP World Mining Overseas Equity Omni FoF
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The fund faces significant challenges in terms of growth consistency and market sentiment, making it a risky investment.
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ICICI Pru Nifty50 Equal Weight Index Fund
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The ICICI Pru Nifty50 Equal Weight Index Fund shows a decent investment opportunity with a balanced approach to growth and profitability, though some risks remain.
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E
Edelweiss Europe Dynamic Equity Off-shore Fund
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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U
UTI Gilt Fund with 10 year Constant Duration
Score 48/100 Decent
The UTI Gilt Fund offers stability but lacks significant growth potential, making it a decent choice for conservative investors.
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Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund
Score 73/100 Decent
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E
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund
Score 48/100 Risky
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B
Bandhan Long Duration Fund
Score 48/100 Decent
The Bandhan Long Duration Fund shows potential but faces several challenges that could impact future performance.
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U
Union Gilt Fund
Score 48/100 Risky
The Union Gilt Fund presents several risks with limited growth potential and inconsistent profitability metrics, making it a risky investment choice.
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Business Overview

Union Equity Savings Fund is a dynamic investment vehicle designed for investors seeking a balanced approach to equity and fixed income. Ideal for those looking to diversify their portfolio while managing risk, this fund aims to provide capital appreciation along with regular income. It matters because it offers a strategic blend of growth and stability, catering to both conservative and aggressive investors. With professional management and a focus on long-term wealth creation, this fund is a reliable choice for building a secure financial future.

  • Balanced investment strategy
  • Suitable for risk-averse and aggressive investors
  • Professional fund management
  • Focus on long-term capital appreciation
  • Regular income generation
  • Diversification across equity and fixed income

Opportunity vs Risk

Opportunities
  • Strong growth potential in equity markets
  • Diversification across multiple sectors
  • Tax benefits under Section 80C
  • Access to professional fund management
  • Rising retail investor participation
Risks ⚠️
  • Market volatility affecting returns
  • Regulatory changes impacting operations
  • High expense ratios compared to peers
  • Economic downturns may reduce growth
  • Limited liquidity in certain investments
📊 Stock Investment Checklist (100 Points)
Union Equity Savings Fund • Updated: 2025-09-29 15:55:18
  • 10
    Business
    High
    The fund operates in a sector that is evolving but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF not consistently exceeding 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 decent, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are limited, with significant execution risks.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity impacting price action.
Final Score & Verdict
Score 66 / 100 • Decent
The Union Equity Savings Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.


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