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Union Equity Savings Fund(IDCW)

Ticker: mf17149
Decent 66/100

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U
Union Equity Savings Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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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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Business Overview

Union Equity Savings Fund (IDCW) is a hybrid mutual fund designed to provide investors with a balanced approach to wealth creation. Suitable for conservative investors seeking moderate returns with lower risk, this fund invests in a mix of equities, debt, and arbitrage opportunities. It aims to deliver consistent income while capitalizing on market growth. With professional management and a disciplined investment strategy, it stands out as a reliable choice for long-term financial goals.

  • Hybrid fund combining equity and debt investments
  • Ideal for conservative investors
  • Focus on moderate returns with lower risk
  • Professionally managed for optimal performance
  • Aims for consistent income and capital appreciation
  • Supports long-term financial goals

Opportunity vs Risk

Opportunities
  • Stable dividend income potential
  • Diversification for investment portfolio
  • Exposure to various sectors
  • Professional fund management
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Liquidity concerns during downturns
  • Management fees may reduce gains
📊 Stock Investment Checklist (100 Points)
Union Equity Savings Fund(IDCW) • Updated: 2025-10-01 15:44:30
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, 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.
  • 5
    Governance
    Good
    Promoter holding is stable, but some concerns regarding disclosures.
  • 6
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Union Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.