Union Largecap Fund
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Business Overview
Union Largecap Fund is an equity mutual fund designed for investors seeking long-term capital appreciation through investments in large-cap stocks. Ideal for those looking to build wealth over time, this fund focuses on established companies with strong growth potential. Its diversified portfolio helps mitigate risks while aiming for attractive returns. With a team of experienced fund managers, Union Largecap Fund stands out for its disciplined investment approach and commitment to transparency.
- Targeted at long-term investors
- Invests in established large-cap companies
- Aims for capital appreciation
- Diversified portfolio to reduce risk
- Managed by experienced professionals
- Commitment to transparency and performance
Investment Thesis
Union Largecap Fund stands out due to its credible promoter group, robust growth in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term gains.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers present a buying opportunity.
- Diversified portfolio reduces risk while maximizing returns.
- Consistent performance and transparency make it a reliable choice for retail investors.
Opportunity vs Risk
- Strong historical performance
- Diversified portfolio
- Potential for long-term growth
- Experienced fund management
- Increased market participation
- Market volatility
- Economic downturns
- Regulatory changes
- High expense ratios
- Performance may vary
Peer Perspective
Union Largecap Fund trades at a slight premium compared to peers like SBI Mutual Fund and HDFC Large Cap, but its potential for rerating hinges on consistent margin stability and growth acceleration in its portfolio.
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10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a strong moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.