Portfolio Alerts Watch List Cart

Union Flexi Cap Fund(IDCW)

Ticker: mf15436
Decent 68/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

U
Union Flexi Cap Fund(IDCW-Reinv)
Score 66/100 Decent
The fund shows potential with a decent growth outlook, but investors should be cautious of execution risks and governance issues.
View details
F
Franklin India Dividend Yield Fund(IDCW)
Score 73/100 Decent
The fund is a decent option for investors seeking stable dividend income, but growth potential is limited.
View details
F
Franklin India Dividend Yield Fund(IDCW Payout)
Score 68/100 Decent
The fund shows moderate potential but is hindered by inconsistent growth and valuation concerns.
View details
K
Kotak Infra & Eco Reform Fund(IDCW-Payout)
Score 48/100 Decent
The fund shows potential in a future-ready sector but faces challenges in growth consistency and valuation metrics.
View details
K
Kotak Infra & Eco Reform Fund(IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation. Caution is advised.
View details
B
Baroda BNP Paribas Money Market Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent stability but lacks strong growth drivers and compelling valuation metrics.
View details
B
Baroda BNP Paribas Money Market Fund(W-IDCW)
Score 48/100 Risky
The fund shows moderate stability but lacks strong growth prospects, making it a risky investment.
View details
B
Baroda BNP Paribas Money Market Fund(DD-IDCW)
Score 70/100 Decent
The fund is positioned well within its sector, showing decent growth and stability, but faces challenges in profitability and governance transparency.
View details
E
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund(IDCW)
Score 48/100 Risky
The fund presents a cautious investment opportunity with moderate risks and limited growth potential.
View details
I
ICICI Pru Housing Opp Fund(IDCW)
Score 68/100 Decent
The fund shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
View details
I
ICICI Pru Housing Opp Fund(IDCW Payout)
Score 72/100 Decent
The fund shows decent potential but faces challenges in a competitive environment. Investors should be cautious.
View details
H
HSBC Infrastructure Fund(IDCW Payout)
Score 68/100 Decent
The HSBC Infrastructure Fund shows potential but is hindered by valuation concerns and moderate growth prospects.
View details
H
HSBC Infrastructure Fund(IDCW)
Score 48/100 Decent
The HSBC Infrastructure Fund shows potential but is hindered by regulatory and execution risks. Caution is advised.
View details
A
Axis Business Cycles Fund(IDCW)
Score 66/100 Decent
The Axis Business Cycles Fund shows decent potential with some growth opportunities, but faces challenges in profitability and valuation metrics.
View details
B
BHARAT Bond ETF FOF - April 2033(IDCW)
Score 48/100 Decent
The BHARAT Bond ETF FOF - April 2033 presents a decent investment opportunity, but with notable risks and limited growth potential.
View details
B
Bandhan Balanced Advantage Fund(IDCW Reinv)
Score 56/100 Decent
The fund shows decent potential with a balanced approach to growth and risk, but investors should be cautious of execution risks.
View details

Business Overview

Union Flexi Cap Fund (IDCW) is a dynamic mutual fund designed to cater to investors seeking long-term capital appreciation through a diversified portfolio. This fund invests across large, mid, and small-cap companies, ensuring a balanced risk-return profile. Ideal for those looking to grow their wealth while maintaining flexibility in investment choices, it adapts to market conditions for optimal performance. With a focus on quality stocks and robust management, this fund is a reliable option for both new and seasoned investors.

  • Diversified investment across market caps
  • Focus on long-term capital appreciation
  • Managed by experienced professionals
  • Adapts to changing market conditions
  • Ideal for wealth creation and growth
  • Suitable for both new and seasoned investors

Opportunity vs Risk

Opportunities
  • Diversified investment across sectors
  • Potential for long-term capital growth
  • Exposure to large and mid-cap stocks
  • Professional fund management expertise
Risks ⚠️
  • Market volatility affecting returns
  • High expense ratio compared to peers
  • Regulatory changes impacting funds
  • Performance linked to economic conditions
📊 Stock Investment Checklist (100 Points)
Union Flexi Cap Fund(IDCW) • Updated: 2025-10-01 15:44:51
  • 10
    Business
    High
    The fund is invested in a diversified portfolio across sectors, indicating a future-ready approach.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but some concerns on P/E ratios.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns regarding disclosures.
  • 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 Union Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.