Union Multicap Fund(IDCW Payout)

Ticker: mf15932
Decent 68/100

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Business Overview

Union Multicap Fund (IDCW Payout) is a diversified mutual fund designed for investors seeking long-term capital appreciation through a mix of equity investments across various market capitalizations. This fund caters to individuals looking for a balanced approach to wealth creation while benefiting from regular income through dividend payouts. It is managed by experienced professionals, ensuring a disciplined investment strategy. With a focus on growth potential and risk management, this fund is ideal for investors aiming to build a robust portfolio.

  • Diversified exposure across large, mid, and small caps.
  • Regular income through dividend payouts.
  • Managed by experienced investment professionals.
  • Focus on long-term capital appreciation.
  • Ideal for risk-conscious investors seeking growth.

Opportunity vs Risk

Opportunities
  • Diversified investment across sectors
  • Potential for high long-term returns
  • Access to expert fund management
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility affecting returns
  • Management fees impact overall gains
  • Economic downturns may reduce performance
  • Sector-specific risks in portfolio
📊 Stock Investment Checklist (100 Points)
Union Multicap Fund(IDCW Payout) • Updated: 2025-10-01 21:59:52
  • 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 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.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Good promoter holding with minimal pledging.
  • 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 investment potential with solid fundamentals and growth prospects, but investors should remain cautious of execution risks.