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Union Multi Asset Allocation Fund(IDCW)

Ticker: mf16240
Decent 68/100

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U
Union Multi Asset Allocation Fund(IDCW Payout)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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3
360 ONE Quant Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential but faces challenges in valuation and governance, which could impact future performance.
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3
360 ONE Quant Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a stable growth trajectory and manageable risks, making it a reasonable investment option.
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P
PGIM India ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
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E
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund(IDCW)
Score 48/100 Risky
The fund presents a risky investment opportunity with limited growth potential and concerns over profitability and market sentiment.
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U
Union Low Duration Fund(IDCW)
Score 72/100 Decent
The Union Low Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and consider the risks involved.
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U
Union Low Duration Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential but has several areas of concern that need to be monitored closely.
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A
Axis Retirement Fund-Aggressive Plan(IDCW)
Score 68/100 Decent
The Axis Retirement Fund-Aggressive Plan shows decent potential with consistent growth and a solid business model, though some risks in governance and execution should be monitored.
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B
Bajaj Finserv Overnight Fund(DD-IDCW)
Score 68/100 Decent
Bajaj Finserv Overnight Fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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B
Bajaj Finserv Overnight Fund(W-IDCW)
Score 68/100 Decent
Bajaj Finserv Overnight Fund presents a decent investment opportunity with stable sector fundamentals but faces challenges in profitability consistency and growth drivers.
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B
Bajaj Finserv Overnight Fund(M-IDCW)
Score 75/100 Strong
Bajaj Finserv Overnight Fund shows strong fundamentals and growth potential, making it a favorable investment option.
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B
Bajaj Finserv Overnight Fund(FN-IDCW)
Score 70/100 Decent
Bajaj Finserv Overnight Fund shows potential but faces challenges in growth consistency and market sentiment.
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N
Nippon India Income Plus Arbitrage Active FoF(IDCW)
Score 48/100 Risky
The fund is facing several challenges, including inconsistent growth and weak market sentiment, making it a risky investment at this time.
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B
Baroda BNP Paribas Energy Opportunities Fund(IDCW)
Score 48/100 Decent
The fund shows potential for growth in the energy sector, but investors should be cautious due to valuation concerns and execution risks.
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B
Baroda BNP Paribas Overnight Fund(DD-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
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B
Baroda BNP Paribas Overnight Fund(W-IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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Business Overview

The Union Multi Asset Allocation Fund (IDCW) is a diversified investment solution designed for investors seeking balanced growth through a mix of equity, debt, and gold. This fund is ideal for those looking to optimize their portfolio while managing risk effectively. With a focus on long-term wealth creation, it caters to both conservative and aggressive investors. The fund’s strategic asset allocation aims to provide stability and potential returns, making it a valuable addition to any investment strategy.

  • Diversified across equity, debt, and gold
  • Designed for balanced growth and risk management
  • Ideal for both conservative and aggressive investors
  • Focus on long-term wealth creation
  • Strategic asset allocation for stability and returns

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Suitable for risk-averse investors
  • Professional management of funds
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact bonds
  • Limited growth in equity markets
  • Management fees may reduce profits
📊 Stock Investment Checklist (100 Points)
Union Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 21:59:45
  • 10
    Business
    High
    The fund operates in a diversified investment sector, but lacks a clear competitive advantage.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are volatile.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 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 transparency.
  • 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 decent potential with moderate risks, but investors should be cautious due to volatility in profits and market sentiment.