Union Largecap Fund(IDCW-Reinv)
Ticker: mf16562
Decent
68/100
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U
Union Largecap Fund(IDCW)
The Union Largecap Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.
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Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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B
Baroda BNP Paribas Corp Bond Fund(Q-IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
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B
Baroda BNP Paribas Corp Bond Fund(M-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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B
Baroda BNP Paribas Corp Bond Fund(A-IDCW)
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics.
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N
Nippon India Nifty 500 Equal Weight Index Fund(IDCW)
The fund shows decent potential with a diversified approach, but faces challenges in profitability and execution risks.
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A
Aditya Birla SL US Equity Passive FOF(IDCW)
The fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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Aditya Birla SL US Equity Passive FOF(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious about execution risks.
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Nippon India Medium to Long Duration Fund(Q-IDCW)
The fund presents a decent investment opportunity, but potential investors should be cautious of market volatility and inconsistent growth metrics.
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Nippon India Medium to Long Duration Fund(H-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about valuation and governance aspects.
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N
Nippon India Medium to Long Duration Fund(A-IDCW)
The fund shows decent potential but faces challenges in growth consistency and liquidity.
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N
Nippon India Medium to Long Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of governance and execution risks.
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U
Union Focused Fund(IDCW)
The Union Focused Fund shows decent potential with solid growth and profitability metrics, though some risks in governance and execution should be monitored.
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U
Union Focused Fund(IDCW Payout)
The Union Focused Fund shows potential for growth but comes with several risks that need to be monitored closely.
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S
SBI FMP-81-1157D(IDCW)
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)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.
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Business Overview
Union Largecap Fund (IDCW-Reinv) is a mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large-cap stocks. Ideal for individuals looking to grow their wealth steadily, this fund focuses on established companies with strong market positions. Its disciplined investment approach aims to balance risk and returns, making it a reliable choice for both new and seasoned investors. With a commitment to transparency and performance, this fund is a valuable addition to any investment strategy.
- Focuses on large-cap stocks for stability
- Ideal for long-term wealth creation
- Diversified portfolio to manage risk
- Disciplined investment approach
- Suitable for both new and experienced investors
Investment Thesis
Union Largecap Fund stands out with a credible promoter group and a robust growth trajectory in digital services. Its attractive valuation compared to peers presents a compelling investment opportunity, making it a strategic choice for retail investors looking to capitalize on India's expanding market.
- Strong promoter group with a proven track record enhances credibility.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation offers a competitive edge over peer funds.
- Diversified portfolio mitigates risks while maximizing returns.
- Focus on long-term capital appreciation supports investor interests.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified portfolio exposure
- Potential for long-term capital growth
- Experienced fund management
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility impact
- Economic downturn effects
- Management fees may reduce returns
- Regulatory changes
- Concentration in specific sectors
Peer Perspective
Union Largecap Fund is currently trading at a slight premium compared to peers like HDFC Top 100 and ICICI Prudential Large Cap. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Union Largecap Fund(IDCW-Reinv) • Updated: 2025-10-01 07:36:46
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10BusinessHighThe fund is invested in sectors that are adapting well to future trends, indicating a clear business model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers, but some caution is advised.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Largecap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.