Union Multi Asset Allocation Fund(IDCW Payout)

Ticker: mf16241
Decent 68/100

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Business Overview

Union Multi Asset Allocation Fund (IDCW Payout) is designed for investors seeking a balanced approach to wealth creation through diversified investments across equity, debt, and other asset classes. This fund is ideal for individuals looking for a moderate risk profile while aiming for long-term capital appreciation. It matters as it provides a systematic way to manage market volatility and generate consistent returns. With professional management and strategic asset allocation, it ensures your investments are well-positioned for growth.

  • Diversified investment across multiple asset classes
  • Moderate risk profile for balanced growth
  • Professional management for optimal returns
  • Systematic approach to market volatility
  • Ideal for long-term wealth creation
  • Regular income through IDCW payouts

Opportunity vs Risk

Opportunities
  • Diversified investment across multiple assets
  • Potential for steady income generation
  • Suitable for risk-averse investors
  • Access to professional fund management
Risks ⚠️
  • Market volatility may impact returns
  • Expense ratios can reduce profits
  • Limited liquidity in certain assets
  • Interest rate fluctuations affect bonds
📊 Stock Investment Checklist (100 Points)
Union Multi Asset Allocation Fund(IDCW Payout) • Updated: 2025-10-01 21:59:36
  • 10
    Business
    High
    The fund operates in a diversified sector, but lacks a clear competitive advantage.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with OCF showing some volatility.
  • 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 stable, but there are concerns about disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.