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Union Focused Fund(IDCW Payout)

Ticker: mf16585
Decent 66/100

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S
SBI FMP-81-1157D(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and weak technicals, making it a risky investment at this time.
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P
PGIM India Multi Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.
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E
Edelweiss Consumption Fund(IDCW)
Score 66/100 Decent
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(IDCW)
Score 56/100 Decent
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
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I
ITI ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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I
Invesco India - Invesco Global Consumer Trends FoF(IDCW)
Score 68/100 Decent
The fund shows potential in the consumer sector with decent growth prospects, but faces challenges in valuation and execution risks.
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S
SBI FMP-64-1169D(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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B
Bandhan CRISIL IBX Gilt April 2026 Index Fund(IDCW)
Score 48/100 Decent
The fund shows potential for moderate returns but carries certain risks that investors should consider.
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B
Bank of India Large & Mid Cap Fund(Q-IDCW)
Score 56/100 Decent
The fund shows potential for moderate growth, but investors should be cautious of the risks involved.
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B
Bank of India Large & Mid Cap Fund(IDCW)
Score 66/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of the underlying risks and market conditions.
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A
Aditya Birla SL Retirement Fund-30(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment choice.
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A
Aditya Birla SL Retirement Fund-30(IDCW)
Score 48/100 Decent
The fund shows potential for growth but faces challenges in profitability and valuation. Caution is advised.
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K
Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund(IDCW Payout)
Score 73/100 Decent
The fund is positioned well within a stable bond market, but investors should be cautious of interest rate fluctuations and market conditions.
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K
Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund(IDCW)
Score 68/100 Decent
The fund is stable with decent returns but lacks significant growth potential. It is suitable for conservative investors seeking fixed income exposure.
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W
WOC ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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H
Helios Large & Mid Cap Fund(IDCW)
Score 68/100 Decent
The Helios Large & Mid Cap Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks and market valuations.
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Business Overview

Union Focused Fund (IDCW Payout) is a dynamic mutual fund designed for investors seeking focused equity exposure with the potential for regular income. Tailored for those looking to balance growth and income, this fund invests in a concentrated portfolio of high-conviction stocks. Its strategic approach aims to maximize returns while managing risk effectively. With a commitment to transparency and performance, this fund is ideal for both seasoned investors and newcomers looking to enhance their financial portfolio.

  • Focused investment strategy in high-conviction stocks
  • Regular income through IDCW payouts
  • Ideal for growth-oriented investors
  • Risk management through diversification
  • Transparent and performance-driven approach

Opportunity vs Risk

Opportunities
  • Strong dividend payouts
  • Diversified portfolio exposure
  • Potential for capital appreciation
  • Stable fund management team
  • Growing investor interest
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Economic downturn risks
  • High expense ratios
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
Union Focused Fund(IDCW Payout) • Updated: 2025-10-01 15:45:06
  • 10
    Business
    High
    The fund is focused on sectors with growth potential, but lacks a strong moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is volatile.
  • 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
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is good, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Union Focused Fund shows potential for growth but comes with several risks that need to be monitored closely.