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Union ELSS Tax Saver Fund(IDCW Payout)

Ticker: mf16100
Decent 48/100

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N
Nippon India Conservative Hybrid Fund(Q-IDCW)
Score 48/100 Decent
The Nippon India Conservative Hybrid Fund shows decent potential with consistent growth and a stable balance sheet, but faces challenges in competitive positioning and execution risks.
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N
Nippon India Conservative Hybrid Fund(M-IDCW)
Score 48/100 Risky
The Nippon India Conservative Hybrid Fund shows several weaknesses in growth consistency and market sentiment, making it a risky investment at this time.
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I
ICICI Pru Nifty SDL Dec 2028 Index Fund(A-IDCW)
Score 66/100 Decent
The fund shows decent potential with stable underlying assets, but growth may be limited by external factors.
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I
ICICI Pru Nifty G-Sec Dec 2030 Index Fund(A-IDCW Payout)
Score 70/100 Decent
The fund offers stable returns with moderate risks, suitable for conservative investors seeking fixed income exposure.
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I
ICICI Pru Nifty G-Sec Dec 2030 Index Fund(A-IDCW)
Score 48/100 Decent
The fund offers stable returns with low risk, suitable for conservative investors but lacks growth potential.
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B
Bank of India Multi Cap Fund(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth, but investors should be cautious of profitability pressures and execution risks.
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M
Mirae Asset Diversified Equity Allocator Passive FOF(IDCW)
Score 68/100 Decent
The Mirae Asset Diversified Equity Allocator Passive FOF presents a decent investment opportunity with moderate growth potential, but investors should be cautious of execution risks and liquidity issues.
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A
Axis Children's Fund-Compulsory Lock in(IDCW)
Score 48/100 Risky
The fund shows potential but faces significant risks and inconsistencies in growth and profitability.
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A
Axis Children's Fund-No Lock in(IDCW)
Score 66/100 Decent
The stock shows potential in a growing sector, but faces challenges in profitability and valuation. Caution is advised.
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C
Canara Rob Infrastructure Fund(IDCW)
Score 68/100 Decent
The fund shows potential in the infrastructure sector but carries moderate risks due to volatility in profitability and execution challenges.
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U
Union Large & Midcap Fund(IDCW Payout)
Score 48/100 Decent
The fund shows potential with consistent growth but faces challenges in valuation and execution risks.
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U
Union Large & Midcap Fund(IDCW)
Score 63/100 Decent
The fund has a decent score but faces challenges in profitability and governance, which could impact future performance.
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S
SBI Floating Rate Debt Fund(Q-IDCW)
Score 58/100 Decent
The SBI Floating Rate Debt Fund shows decent potential but is hindered by several risks and moderate growth prospects.
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S
SBI Floating Rate Debt Fund(M-IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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S
SBI Floating Rate Debt Fund(M-IDCW)
Score 48/100 Decent
The fund shows moderate potential but lacks strong growth drivers and consistency in profitability.
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S
SBI Nifty Midcap 150 Index Fund(IDCW Payout)
Score 68/100 Decent
The SBI Nifty Midcap 150 Index Fund presents a decent investment opportunity, with potential for growth but also inherent risks associated with midcap stocks.
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Business Overview

Union ELSS Tax Saver Fund is a diversified equity mutual fund designed for investors seeking tax benefits under Section 80C of the Income Tax Act. Ideal for individuals looking to save on taxes while aiming for long-term capital appreciation, this fund invests primarily in equities with a lock-in period of three years. Its professional management and strategic asset allocation make it a reliable choice for wealth creation. This fund not only helps in tax savings but also offers the potential for significant growth over time.

  • Tax benefits under Section 80C
  • Long-term capital appreciation
  • Equity-focused investment strategy
  • Professional fund management
  • Minimum lock-in period of 3 years
  • Ideal for tax-conscious investors

Opportunity vs Risk

Opportunities
  • Tax benefits under Section 80C
  • Potential for long-term capital appreciation
  • Diversification across equity markets
  • Professional fund management expertise
Risks ⚠️
  • Market volatility affects fund performance
  • Lock-in period of 3 years
  • No guaranteed returns
  • Economic downturn impacts equity investments
📊 Stock Investment Checklist (100 Points)
Union ELSS Tax Saver Fund(IDCW Payout) • Updated: 2025-10-01 15:44:14
  • 10
    Business
    High
    The sector is evolving with a focus on tax-saving instruments, but competition is intense.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is a concern.
  • 9
    Governance
    High
    Promoter holding is strong, but there are some concerns regarding disclosures.
  • 10
    Drivers
    High
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.