Union Flexi Cap Fund

Ticker: mf12850
Decent 68/100

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Business Overview

Union Flexi Cap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of equity and equity-related instruments across various market capitalizations. Ideal for those looking to balance risk and reward, this fund adapts to market conditions, ensuring your investments are strategically positioned. With a robust management team and a focus on growth potential, it aims to deliver consistent returns over time. Invest in your financial future with confidence.

  • Diversified investment across large, mid, and small caps
  • Managed by experienced professionals
  • Focus on long-term capital appreciation
  • Adaptable to changing market conditions
  • Suitable for both new and seasoned investors

Opportunity vs Risk

Opportunities
  • Diversified portfolio across sectors
  • Potential for long-term capital growth
  • Tax benefits under Section 80C
  • Exposure to mid and small caps
  • Professional fund management
Risks ⚠️
  • Market volatility affects returns
  • High expense ratio
  • Regulatory changes impact funds
  • Performance depends on fund manager
  • Liquidity risks in certain assets
📊 Stock Investment Checklist (100 Points)
Union Flexi Cap Fund • Updated: 2025-09-29 15:55:26
  • 10
    Business
    High
    The fund is invested in a diversified portfolio across sectors, indicating a future-ready approach.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy operating cash flow.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity and reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosure practices.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with moderate liquidity and price fluctuations.
Final Score & Verdict
Score 68 / 100 • Decent
The Union Flexi Cap Fund shows decent potential with a diversified portfolio and consistent growth, but caution is advised due to valuation concerns and execution risks.


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