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Union Diversified Equity All Cap Active FOF(IDCW Payout)

Ticker: mf17851
Decent 68/100

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H
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H
HDFC Diversified Equity All Cap Active FOF
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K
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Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund(IDCW)
Score 48/100 Decent
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Bitcoin
Score 48/100 Risky
Bitcoin presents a high-risk investment with significant volatility and regulatory concerns.
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E
Ethereum
Score 48/100 Risky
Ethereum presents significant growth potential but carries high risks due to market volatility and competition.
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Solana
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Score 63/100 Decent
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C
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Score 58/100 Decent
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L
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Score 48/100 Risky
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Business Overview

Union Diversified Equity All Cap Active FOF is a dynamic fund of funds designed for Indian investors seeking long-term capital appreciation through diversified equity exposure. This fund invests in a mix of large, mid, and small-cap equities, making it suitable for investors looking to balance risk and return. With a focus on active management, it aims to capitalize on market opportunities, ensuring your portfolio remains resilient in varying market conditions.

  • Diversified exposure across large, mid, and small-cap stocks
  • Managed by experienced fund managers
  • Focus on long-term capital growth
  • Ideal for risk-conscious investors
  • Regular income through IDCW payout option

Investment Thesis

Union Diversified Equity All Cap Active FOF stands out due to its credible promoter group, which instills investor confidence. The fund is well-positioned to capitalize on the growing digital services sector. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term growth.

  • Strong promoter group enhances credibility and trust.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to industry peers.
  • Diversified equity exposure mitigates risk.
  • Focus on long-term wealth creation for investors.

Opportunity vs Risk

Opportunities
  • Diversified exposure across sectors
  • Potential for capital appreciation
  • Regular income through IDCW payouts
  • Active management by experienced team
Risks ⚠️
  • Market volatility affecting returns
  • Management performance variability
  • High expense ratios
  • Economic downturn impacts
📊 Stock Investment Checklist (100 Points)
Union Diversified Equity All Cap Active FOF(IDCW Payout) • Updated: 2025-10-01 15:43:29
  • 10
    Business
    High
    The fund invests in a diversified portfolio across sectors, indicating a future-ready approach.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in underlying equities.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, suggesting fair pricing.
  • 6
    Balance
    Good
    Moderate debt levels and adequate liquidity observed.
  • 7
    Governance
    High
    Promoter holding is stable with no significant pledging.
  • 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 fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to execution risks.