Union Multicap Fund

Ticker: mf13070
Decent 68/100

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Business Overview

Union Multicap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio. It invests across large, mid, and small-cap stocks, making it suitable for those looking to balance risk and return. This fund is ideal for individuals who want to participate in India's growth story while enjoying the benefits of professional management. With a focus on quality companies, it aims to deliver consistent performance and wealth creation over time.

  • Diversified investment across market caps
  • Professional fund management
  • Focus on long-term capital appreciation
  • Ideal for risk-conscious investors
  • Participate in India's economic growth
  • Potential for consistent performance

Opportunity vs Risk

Opportunities
  • Diversified portfolio across sectors
  • Potential for high long-term returns
  • Strong fund management team
  • Growing Indian economy
  • Increased retail participation in markets
Risks ⚠️
  • Market volatility impacts returns
  • Economic slowdown risks
  • High expense ratio
  • Regulatory changes affecting funds
  • Performance may lag peers
📊 Stock Investment Checklist (100 Points)
Union Multicap Fund • Updated: 2025-09-29 15:57:28
  • 10
    Business
    High
    The fund operates in a diversified sector with potential for growth.
  • 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.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is stable, with good disclosure practices.
  • 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 Multicap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.


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