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Union Midcap Fund(IDCW)

Ticker: mf15739
Decent 48/100

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U
Union Midcap Fund(IDCW Payout)
Score 68/100 Decent
The Union Midcap Fund shows decent potential for growth with manageable risks, but investors should be cautious of execution challenges.
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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.
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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.
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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.
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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.
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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.
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D
DSP Gilt Fund(IDCW-Reinv)
Score 70/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and market sentiment.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Business Overview

Union Midcap Fund (IDCW) is a mutual fund designed for investors seeking long-term capital appreciation by investing primarily in mid-cap companies. This fund is ideal for those looking to diversify their portfolio while tapping into the growth potential of emerging businesses in India. With a focus on quality and performance, it aims to deliver consistent returns over time, making it a valuable addition for both new and seasoned investors.

  • Focuses on mid-cap companies with high growth potential.
  • Ideal for long-term capital appreciation.
  • Diversifies investment portfolio effectively.
  • Managed by experienced professionals.
  • Aims for consistent returns over time.

Opportunity vs Risk

Opportunities
  • Strong growth potential in midcaps
  • Diversified portfolio reduces risk
  • Market recovery could boost returns
  • Long-term capital appreciation
  • Attractive valuation compared to peers
Risks ⚠️
  • Market volatility affects performance
  • High exposure to economic cycles
  • Regulatory changes impact operations
  • Liquidity concerns in midcap stocks
  • Management performance variability
📊 Stock Investment Checklist (100 Points)
Union Midcap Fund(IDCW) • Updated: 2025-10-01 21:59:09
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is variable.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity is a concern.
  • 7
    Governance
    High
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The Union Midcap Fund shows potential but faces challenges in profitability and execution risks. Caution is advised.