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Union Small Cap Fund(IDCW)

Ticker: mf15654
Decent 66/100

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I
ICICI Pru Nifty SDL Sep 2027 Index Fund(A-IDCW)
Score 68/100 Decent
The fund presents a decent investment opportunity with stable returns, but investors should be cautious of interest rate risks and market volatility.
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L
LIC MF Multi Cap Fund(IDCW)
Score 66/100 Decent
The LIC MF Multi Cap Fund shows decent potential but is subject to market risks and valuation concerns.
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H
HSBC Focused Fund(IDCW-Payout)
Score 68/100 Decent
The HSBC Focused Fund shows a decent potential for growth with a solid business model and profitability metrics, but caution is advised due to some execution risks and elevated valuations.
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H
HSBC Focused Fund(IDCW)
Score 48/100 Decent
The HSBC Focused Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks and market conditions.
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H
HSBC Consumption Fund(IDCW)
Score 48/100 Decent
The HSBC Consumption Fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised.
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H
HSBC Consumption Fund(IDCW Payout)
Score 68/100 Decent
The HSBC Consumption Fund shows potential but faces several challenges that could impact future performance. Investors should proceed with caution.
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I
ICICI Pru Income plus Arbitrage Active FOF(IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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I
ICICI Pru Income plus Arbitrage Active FOF(IDCW Payout)
Score 72/100 Decent
The fund shows decent potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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H
HSBC India Export Opportunities Fund(IDCW Payout)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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H
HSBC India Export Opportunities Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth and profitability metrics, but some governance and execution risks need to be monitored.
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C
Canara Rob Manufacturing Fund(IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised for new investments.
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H
HDFC Income Plus Arbitrage Active FOF(IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential for moderate returns with manageable risks, but growth drivers are limited.
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H
HDFC Income Plus Arbitrage Active FOF(IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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B
Baroda BNP Paribas Ultra Short Duration Fund(W-IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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B
Baroda BNP Paribas Ultra Short Duration Fund(DD-IDCW)
Score 48/100 Decent
The fund shows decent potential with stable growth, but risks in execution and governance should be monitored.
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B
Bandhan Infrastructure Fund(IDCW-Reinv)
Score 48/100 Risky
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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Business Overview

Union Small Cap Fund (IDCW) is designed for investors seeking long-term capital appreciation by investing in a diversified portfolio of small-cap stocks. This fund is ideal for those looking to tap into the growth potential of emerging companies in India. It matters because small-cap stocks often outperform larger companies during market upswings, providing significant growth opportunities. With a focus on quality and research-driven investments, this fund aims to deliver consistent returns over time.

  • Targeted for long-term capital growth
  • Invests in a diversified portfolio of small-cap stocks
  • Ideal for risk-tolerant investors
  • Potential for higher returns during market upswings
  • Managed by experienced professionals
  • Focus on quality and research-driven investments

Investment Thesis

Union Small Cap Fund (IDCW) stands out with a credible promoter group, robust growth potential in digital services, and attractive valuations compared to its peers. This combination positions it as a compelling investment opportunity for retail investors seeking growth in the small-cap segment.

  • Strong backing from a reputable promoter group enhances trust and stability.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to industry peers indicate potential upside.
  • Focus on small-cap stocks provides diversification and growth opportunities.
  • Well-managed fund with a track record of performance in volatile markets.

Opportunity vs Risk

Opportunities
  • Strong growth potential in small caps
  • Diversification benefits for investors
  • Access to emerging market segments
  • Potential for high returns
  • Professional management expertise
Risks ⚠️
  • Market volatility affecting small caps
  • Liquidity concerns during downturns
  • Higher expense ratios than large caps
  • Economic slowdown impact
  • Regulatory changes affecting small businesses

Peer Perspective

Union Small Cap Fund trades at a slight premium compared to peers like Nippon India Small Cap Fund and SBI Small Cap Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Union Small Cap Fund(IDCW) • Updated: 2025-10-01 22:01:18
  • 10
    Business
    High
    The fund is invested in sectors with potential for growth, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, 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 remain high.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Union Small Cap Fund shows potential for growth but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor performance closely.