Portfolio Alerts Watch List Cart

Union Midcap Fund(IDCW Payout)

Ticker: mf15740
Decent 68/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

I
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW)
Score 57/100 Decent
The ETF presents a decent investment opportunity with a focus on low volatility, but growth potential is limited and risks are present.
View details
I
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW Payout)
Score 48/100 Decent
The ETF presents a decent investment option for conservative investors seeking stability, but growth potential is limited.
View details
D
DSP Gilt Fund(M-IDCW)
Score 68/100 Decent
The DSP Gilt Fund shows decent potential but faces challenges in growth consistency and valuation metrics.
View details
D
DSP Gilt Fund(IDCW)
Score 70/100 Decent
The DSP Gilt Fund shows moderate potential with some strengths in balance sheet and governance, but growth and valuation metrics raise concerns.
View details
D
DSP Gilt Fund(M-IDCW Reinv)
Score 72/100 Decent
The DSP Gilt Fund shows decent potential but faces challenges in growth and profitability metrics.
View details
D
DSP Gilt Fund(IDCW-Reinv)
Score 70/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and market sentiment.
View details
A
Aditya Birla SL Transportation and Logistics Fund(IDCW)
Score 66/100 Decent
The fund operates in a promising sector with decent growth prospects, but faces challenges in profitability and valuation metrics.
View details
K
Kotak Consumption Fund(IDCW)
Score 48/100 Decent
The Kotak Consumption Fund shows potential in the consumer sector but faces challenges in profitability and valuation metrics. Investors should be cautious.
View details
K
Kotak Consumption Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Consumption Fund shows decent potential with stable growth and a solid business model, but some risks in execution and valuation metrics warrant caution.
View details
I
ICICI Pru ESG Exclusionary Strategy Fund(IDCW Payout)
Score 48/100 Decent
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious.
View details
I
ICICI Pru ESG Exclusionary Strategy Fund(IDCW)
Score 63/100 Decent
The fund shows potential for moderate growth with manageable risks, making it a decent investment option.
View details
B
Baroda BNP Paribas India Consumption Fund(IDCW)
Score 66/100 Decent
The fund is positioned well within a growing sector, but faces challenges in profitability and valuation metrics. It may be a decent option for investors looking for exposure to the consumption theme.
View details
D
DSP Strategic Bond Fund(IDCW-Reinv)
Score 70/100 Decent
The fund shows decent potential with stable growth and manageable risks, but attention is needed on cash flow consistency and governance practices.
View details
D
DSP Strategic Bond Fund(M-IDCW)
Score 72/100 Decent
The fund shows decent potential with stable growth prospects, but investors should be cautious of valuation and liquidity issues.
View details
D
DSP Strategic Bond Fund(IDCW)
Score 70/100 Decent
The DSP Strategic Bond Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment choice.
View details
D
DSP Strategic Bond Fund(M-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
View details

Business Overview

Union Midcap Fund (IDCW Payout) is designed for investors seeking long-term capital appreciation through investments in mid-sized companies. This fund focuses on generating wealth while providing regular income through dividend payouts. Ideal for those looking to diversify their portfolio with growth potential, it combines professional management with a strategic approach to midcap stocks, making it a valuable addition for both seasoned and novice investors.

  • Targets mid-sized companies for growth
  • Offers regular income through dividends
  • Managed by experienced professionals
  • Ideal for long-term wealth creation
  • Diversifies investment portfolio effectively

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for high returns
  • Experienced fund management team
  • Growing midcap market potential
Risks ⚠️
  • Market volatility impacts returns
  • Midcap stocks can be risky
  • Economic downturn affects performance
  • High expense ratio
  • Limited liquidity compared to large caps
📊 Stock Investment Checklist (100 Points)
Union Midcap Fund(IDCW Payout) • Updated: 2025-10-01 21:59:00
  • 10
    Business
    High
    The sector shows potential for growth with a clear business model.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Union Midcap Fund shows decent potential for growth with manageable risks, but investors should be cautious of execution challenges.