Union Largecap Fund(IDCW)
Ticker: mf16563
Decent
68/100
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K
Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious due to competitive pressures and execution risks.
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B
Baroda BNP Paribas Corp Bond Fund(Q-IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
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B
Baroda BNP Paribas Corp Bond Fund(M-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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B
Baroda BNP Paribas Corp Bond Fund(A-IDCW)
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics.
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N
Nippon India Nifty 500 Equal Weight Index Fund(IDCW)
The fund shows decent potential with a diversified approach, but faces challenges in profitability and execution risks.
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A
Aditya Birla SL US Equity Passive FOF(IDCW)
The fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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A
Aditya Birla SL US Equity Passive FOF(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious about execution risks.
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N
Nippon India Medium to Long Duration Fund(Q-IDCW)
The fund presents a decent investment opportunity, but potential investors should be cautious of market volatility and inconsistent growth metrics.
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N
Nippon India Medium to Long Duration Fund(H-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about valuation and governance aspects.
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N
Nippon India Medium to Long Duration Fund(A-IDCW)
The fund shows decent potential but faces challenges in growth consistency and liquidity.
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N
Nippon India Medium to Long Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of governance and execution risks.
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U
Union Focused Fund(IDCW)
The Union Focused Fund shows decent potential with solid growth and profitability metrics, though some risks in governance and execution should be monitored.
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U
Union Focused Fund(IDCW Payout)
The Union Focused Fund shows potential for growth but comes with several risks that need to be monitored closely.
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S
SBI FMP-81-1157D(IDCW)
The stock presents several risks with limited growth potential and weak technicals, making it a risky investment at this time.
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P
PGIM India Multi Cap Fund(IDCW)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.
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E
Edelweiss Consumption Fund(IDCW)
The Edelweiss Consumption Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
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Business Overview
Union Largecap Fund (IDCW) is a mutual fund designed for investors seeking long-term capital appreciation through equity investments in large-cap companies. Ideal for individuals looking to grow their wealth while managing risk, this fund offers a balanced approach to investing in established businesses with strong market positions. Its focus on quality stocks makes it a reliable choice for both new and seasoned investors.
- Invests in top-performing large-cap companies
- Aims for long-term capital growth
- Suitable for risk-averse investors
- Managed by experienced professionals
- Regular income through dividend payouts
- Transparent and regulated investment vehicle
Investment Thesis
Union Largecap Fund (IDCW) stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for Indian retail investors seeking long-term wealth creation.
- Strong backing from a reputable promoter group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics provide a margin of safety compared to industry peers.
- Diversified portfolio reduces risk while maximizing return potential.
- Consistent performance track record showcases effective fund management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversification across largecap stocks
- Potential for steady dividends
- Experienced fund management
- Growing Indian economy
Risks ⚠️
- Market volatility impacts returns
- High expense ratio
- Concentration in largecap sector
- Regulatory changes affecting funds
- Economic slowdown risks
Peer Perspective
Union Largecap Fund (IDCW) trades at a slight premium compared to peers like HDFC Large Cap and ICICI Prudential, with a key rerating condition being consistent margin stability and accelerated growth in the upcoming quarters.
📊 Stock Investment Checklist (100 Points)
Union Largecap Fund(IDCW) • Updated: 2025-10-01 07:36:58
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10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but cash flow 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 remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Largecap Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.