Portfolio Alerts Watch List Cart

Union Flexi Cap Fund(IDCW-Reinv)

Ticker: mf15437
Decent 66/100

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

More Options

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
B
Bandhan Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious about execution risks.
View details

Business Overview

Union Flexi Cap Fund (IDCW-Reinv) is a dynamic mutual fund designed to invest across large, mid, and small-cap stocks, providing investors with diversified exposure to the Indian equity market. Ideal for those seeking long-term capital appreciation, this fund adapts to market conditions to optimize returns. With a focus on quality companies, it aims to balance risk and reward effectively. This fund is perfect for investors looking for flexibility and growth potential in their portfolio.

  • Diversified exposure to large, mid, and small-cap stocks
  • Designed for long-term capital appreciation
  • Adapts to changing market conditions
  • Focus on quality companies for stable growth
  • Ideal for investors seeking flexibility in equity investments

Opportunity vs Risk

Opportunities
  • Diversified investment across sectors
  • Potential for high long-term returns
  • Tax benefits on long-term capital gains
  • Professional fund management
  • Flexibility in asset allocation
Risks ⚠️
  • Market volatility affecting returns
  • Management fees may reduce gains
  • Economic downturn impacts performance
  • Regulatory changes in mutual funds
  • Liquidity risk during market stress
📊 Stock Investment Checklist (100 Points)
Union Flexi Cap Fund(IDCW-Reinv) • Updated: 2025-10-01 15:44:41
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the last few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, 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 reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 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 66 / 100 • Decent
The fund shows potential with a decent growth outlook, but investors should be cautious of execution risks and governance issues.