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Union Equity Savings Fund(IDCW-Reinv)

Ticker: mf17150
Decent 68/100

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F
Franklin India G-Sec Fund(IDCW)
Score 48/100 Risky
The fund is stable but lacks growth potential, making it a risky investment in the current market environment.
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F
Franklin India G-Sec Fund(IDCW Payout)
Score 66/100 Decent
The fund is stable with decent returns but lacks significant growth potential. Suitable for conservative investors.
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N
Nippon India Nifty IT Index Fund(IDCW)
Score 56/100 Decent
The Nippon India Nifty IT Index Fund shows decent potential due to the overall strength of the IT sector, but caution is advised due to execution risks and valuation concerns.
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G
Groww Nifty EV & New Age Automotive ETF FOF(IDCW)
Score 48/100 Risky
The ETF presents a mixed outlook with potential in the EV sector but faces significant risks and challenges in execution and profitability.
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B
Bajaj Finserv Banking and PSU Fund(M-IDCW)
Score 68/100 Decent
Bajaj Finserv Banking and PSU Fund shows decent potential but faces several challenges that could impact future performance.
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B
Bajaj Finserv Banking and PSU Fund(IDCW)
Score 68/100 Decent
Bajaj Finserv Banking and PSU Fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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D
DSP World Mining Overseas Equity Omni FoF(IDCW)
Score 48/100 Risky
The fund shows potential but is hindered by growth inconsistencies and market risks.
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D
DSP World Mining Overseas Equity Omni FoF(IDCW Reinvest)
Score 48/100 Risky
The fund shows potential in a growing sector but faces significant risks and challenges that may impact performance.
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M
Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential in a growing sector, but faces challenges in profitability and valuation metrics.
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I
ICICI Pru Nifty50 Equal Weight Index Fund(IDCW)
Score 75/100 Decent
The ICICI Pru Nifty50 Equal Weight Index Fund is a decent investment option with a balanced approach to growth and risk, although some execution risks need to be monitored.
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I
ICICI Pru Nifty50 Equal Weight Index Fund(IDCW Payout)
Score 70/100 Decent
The fund presents a decent investment opportunity with a balanced approach to risk and growth potential.
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U
UTI Gilt Fund with 10 year Constant Duration(F-IDCW)
Score 70/100 Decent
UTI Gilt Fund is a decent investment option for conservative investors seeking stability, but it carries risks associated with interest rate movements.
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U
UTI Gilt Fund with 10 year Constant Duration(Q-IDCW)
Score 68/100 Decent
The UTI Gilt Fund shows decent stability and growth potential, but faces challenges in profitability and valuation compared to peers.
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U
UTI Gilt Fund with 10 year Constant Duration(A-IDCW)
Score 48/100 Decent
The UTI Gilt Fund shows decent potential but is subject to interest rate risks and market volatility.
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U
UTI Gilt Fund with 10 year Constant Duration(H-IDCW)
Score 72/100 Decent
UTI Gilt Fund is a decent investment option for conservative investors seeking stability in fixed income, but potential investors should be cautious of interest rate risks.
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N
Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund(IDCW)
Score 70/100 Decent
The fund is a stable investment option with moderate returns, suitable for conservative investors.
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Business Overview

Union Equity Savings Fund (IDCW-Reinv) is a balanced investment solution designed for investors seeking capital appreciation with a moderate risk profile. This fund strategically allocates assets across equities, fixed income, and arbitrage opportunities, making it suitable for those looking to grow their wealth while minimizing volatility. It matters because it offers a diversified approach to investing, catering to both conservative and growth-oriented investors in the Indian market.

  • Balanced investment strategy
  • Suitable for moderate risk investors
  • Diversification across asset classes
  • Focus on capital appreciation
  • Professional fund management
  • Potential for steady returns

Opportunity vs Risk

Opportunities
  • Strong historical returns
  • Diverse investment portfolio
  • Tax benefits on dividends
  • Growing market for equity funds
  • Professional fund management
Risks ⚠️
  • Market volatility impact
  • Regulatory changes
  • Interest rate fluctuations
  • Liquidity concerns
  • Management performance variability
📊 Stock Investment Checklist (100 Points)
Union Equity Savings Fund(IDCW-Reinv) • Updated: 2025-10-01 15:44:21
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF lagging behind net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about disclosures.
  • 5
    Drivers
    Good
    Limited growth drivers identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.