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Union Multicap Fund(IDCW)

Ticker: mf15933
Decent 68/100

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E
Edelweiss Nifty Midcap150 Momentum 50 Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential in midcap segments but carries risks related to execution and market volatility.
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S
Sundaram Equity Savings Fund(IDCW)
Score 68/100 Decent
The Sundaram Equity Savings Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious about execution risks.
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B
Bandhan Aggressive Hybrid Fund(IDCW Reinv)
Score 58/100 Decent
The fund shows decent potential with consistent growth and reasonable valuations, but faces some execution risks and market sentiment challenges.
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B
Bandhan Aggressive Hybrid Fund(IDCW)
Score 66/100 Decent
The Bandhan Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of valuation and execution risks.
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T
Tata Resources & Energy Fund(IDCW-Payout)
No score
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T
Tata Resources & Energy Fund(IDCW)
No score
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U
UTI Children's Equity Fund(IDCW)
Score 68/100 Decent
The UTI Children's Equity Fund shows decent potential with a focus on a growing sector, but some risks and governance concerns should be monitored.
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I
ICICI Pru Long Term Bond Fund(Q-IDCW Payout)
Score 66/100 Decent
The ICICI Pru Long Term Bond Fund presents a decent investment opportunity with stable growth prospects, but investors should be cautious of market conditions and execution risks.
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I
ICICI Pru Long Term Bond Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential for growth but has some risks that need to be monitored.
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D
DSP Business Cycle Fund(IDCW)
Score 68/100 Decent
The DSP Business Cycle Fund shows decent potential but is subject to market volatility and cyclical risks.
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D
DSP Business Cycle Fund(IDCW Reinvest)
Score 66/100 Decent
The DSP Business Cycle Fund shows potential for moderate growth, but investors should be cautious due to volatility and execution risks.
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A
Aditya Birla SL Nifty 50 Index Fund(IDCW-Reinv)
Score 66/100 Decent
The Aditya Birla SL Nifty 50 Index Fund is a decent investment option, reflecting the overall growth potential of the Nifty 50 index, though it carries some market risks.
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A
Aditya Birla SL Nifty 50 Index Fund(IDCW)
Score 48/100 Decent
The Aditya Birla SL Nifty 50 Index Fund presents a decent investment opportunity, primarily due to its exposure to strong underlying companies in a future-ready sector, though some risks and valuation concerns exist.
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A
Aditya Birla SL Infrastructure Fund(IDCW-Reinv)
Score 48/100 Risky
The fund shows potential in a growing sector but faces significant risks and challenges that may hinder performance.
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A
Aditya Birla SL Infrastructure Fund(IDCW)
Score 70/100 Decent
The fund shows potential in a vital sector, but faces challenges that could impact future performance.
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Business Overview

Union Multicap Fund (IDCW) is a dynamic mutual fund that invests across large, mid, and small-cap stocks, making it suitable for investors seeking diversified equity exposure. This fund aims to provide long-term capital appreciation while balancing risk through a well-rounded portfolio. With a focus on quality companies, it caters to both conservative and aggressive investors looking for growth opportunities in the Indian market.

  • Diversified investment across market capitalizations
  • Suitable for long-term wealth creation
  • Focus on quality and growth-oriented stocks
  • Managed by experienced investment professionals
  • Ideal for both new and seasoned investors

Opportunity vs Risk

Opportunities
  • Diversified portfolio across sectors
  • Potential for long-term capital growth
  • Strong historical performance
  • Regular income through dividends
  • Experienced fund management team
Risks ⚠️
  • Market volatility impacts returns
  • Economic downturns affect performance
  • High expense ratio compared to peers
  • Regulatory changes in mutual funds
  • Dependence on equity market trends
📊 Stock Investment Checklist (100 Points)
Union Multicap Fund(IDCW) • Updated: 2025-10-01 22:00:03
  • 10
    Business
    High
    The fund operates in a diversified sector with potential for growth, but lacks a distinct competitive advantage.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins have shown volatility.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Union Multicap Fund shows potential for moderate growth, but investors should be cautious due to some inconsistencies in profitability and valuation metrics.