Union Small Cap Fund
Ticker: mf12955
Decent
68/100
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Business Overview
The Union Small Cap Fund is designed for investors seeking long-term capital appreciation through exposure to small-cap companies in India. This fund is ideal for those looking to diversify their portfolio and tap into the growth potential of emerging businesses. With a focus on high-quality stocks, it aims to deliver superior returns over time. Investing in this fund allows you to participate in the dynamic Indian economy and benefit from the growth of small-cap enterprises.
- Focuses on small-cap companies for higher growth potential
- Ideal for long-term investors seeking capital appreciation
- Diversifies your investment portfolio effectively
- Managed by experienced professionals
- Participate in the growth of India's emerging businesses
Investment Thesis
Union Small Cap Fund stands out due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. With a robust investment strategy and focus on small-cap stocks, it offers an appealing opportunity for retail investors seeking growth.
- Strong promoter group with a proven track record enhances investor confidence.
- Digital services sector poised for exponential growth, benefiting the fund's portfolio.
- Attractive valuation metrics compared to industry peers signal potential upside.
- Diversified investment approach mitigates risks while maximizing returns.
- Solid historical performance underlines the fund's reliability and growth potential.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification from large-cap investments
- Exposure to emerging market trends
- Strong historical performance
- Active management by experienced team
Risks ⚠️
- Market volatility in small caps
- Higher expense ratios
- Limited liquidity in smaller stocks
- Economic downturn impact
- Regulatory changes affecting small companies
Peer Perspective
Union Small Cap Fund trades at a slight premium compared to peers like Nippon India Small Cap Fund and SBI Small Cap Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Union Small Cap Fund • Updated: 2025-09-29 16:41:27
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10BusinessHighThe small-cap sector shows potential but faces volatility.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighModerate debt levels, but liquidity is a concern.
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6GovernanceGoodPromoter holding is stable, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks are high.
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5TechnicalsGoodMarket sentiment is mixed, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Small Cap Fund shows decent potential but carries risks associated with small-cap volatility and execution challenges.