Union Largecap Fund
Ticker: mf13344
Decent
68/100
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U
Union Overnight Fund
The Union Overnight Fund presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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K
Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
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H
HDFC Nifty500 Multicap 50:25:25 Index Fund
The HDFC Nifty500 Multicap Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth metrics, although some execution risks exist.
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B
Baroda BNP Paribas Corp Bond Fund
The fund shows moderate potential but lacks strong growth drivers and consistency in performance.
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N
Nippon India Nifty 500 Equal Weight Index Fund
The Nippon India Nifty 500 Equal Weight Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth, though some risks and governance concerns should be monitored.
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A
Aditya Birla SL US Equity Passive FOF
The fund shows potential for moderate growth with manageable risks, making it a decent investment option.
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N
Nippon India Medium to Long Duration Fund
The Nippon India Medium to Long Duration Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious due to some execution risks.
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W
WOC Pharma and Healthcare Fund
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S
SBI FMP-81-1157D
The stock presents several risks with inconsistent growth and weak market sentiment, making it a risky investment.
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U
Union Focused Fund
The Union Focused Fund shows potential for growth with a decent profitability profile, but caution is advised due to valuation concerns and execution risks.
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P
PGIM India Multi Cap Fund
The PGIM India Multi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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E
Edelweiss Consumption Fund
The Edelweiss Consumption Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
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E
Edelweiss ELSS Tax saver Fund
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N
Nippon India Nifty AAA PSU Bond Plus SDL - Sep 2026 Maturity 50:50 Index Fund
The fund offers stability and low risk but lacks significant growth potential, making it suitable for conservative investors.
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I
ITI ELSS Tax Saver Fund
The fund shows potential for moderate growth, but investors should be cautious of execution risks and market volatility.
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I
Invesco India - Invesco Global Consumer Trends FoF
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Business Overview
Union Largecap Fund is an equity mutual fund designed for investors seeking long-term capital appreciation through investments in large-cap stocks. Ideal for those looking to build wealth over time, this fund focuses on established companies with strong growth potential. Its diversified portfolio helps mitigate risks while aiming for attractive returns. With a team of experienced fund managers, Union Largecap Fund stands out for its disciplined investment approach and commitment to transparency.
- Targeted at long-term investors
- Invests in established large-cap companies
- Aims for capital appreciation
- Diversified portfolio to reduce risk
- Managed by experienced professionals
- Commitment to transparency and performance
Investment Thesis
Union Largecap Fund stands out due to its credible promoter group, robust growth in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term gains.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers present a buying opportunity.
- Diversified portfolio reduces risk while maximizing returns.
- Consistent performance and transparency make it a reliable choice for retail investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified portfolio
- Potential for long-term growth
- Experienced fund management
- Increased market participation
Risks ⚠️
- Market volatility
- Economic downturns
- Regulatory changes
- High expense ratios
- Performance may vary
Peer Perspective
Union Largecap Fund trades at a slight premium compared to peers like SBI Mutual Fund and HDFC Large Cap, but its potential for rerating hinges on consistent margin stability and growth acceleration in its portfolio.
📊 Stock Investment Checklist (100 Points)
Union Largecap Fund • Updated: 2025-09-29 15:56:40
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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 observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent compared to net profit.
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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 some concerns regarding disclosures.
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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 Union Largecap Fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.