Union Small Cap Fund(IDCW-Reinv)
Ticker: mf15653
Decent
68/100
☆ Add to Watchlist
More Options
U
Union Small Cap Fund(IDCW)
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.
View details
I
ICICI Pru Nifty SDL Sep 2027 Index Fund(A-IDCW)
The fund presents a decent investment opportunity with stable returns, but investors should be cautious of interest rate risks and market volatility.
View details
L
LIC MF Multi Cap Fund(IDCW)
The LIC MF Multi Cap Fund shows decent potential but is subject to market risks and valuation concerns.
View details
H
HSBC Focused Fund(IDCW-Payout)
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.
View details
H
HSBC Focused Fund(IDCW)
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.
View details
H
HSBC Consumption Fund(IDCW)
The HSBC Consumption Fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised.
View details
H
HSBC Consumption Fund(IDCW Payout)
The HSBC Consumption Fund shows potential but faces several challenges that could impact future performance. Investors should proceed with caution.
View details
I
ICICI Pru Income plus Arbitrage Active FOF(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
View details
I
ICICI Pru Income plus Arbitrage Active FOF(IDCW Payout)
The fund shows decent potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
View details
H
HSBC India Export Opportunities Fund(IDCW Payout)
The fund shows potential but faces challenges in growth consistency and valuation metrics.
View details
H
HSBC India Export Opportunities Fund(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but some governance and execution risks need to be monitored.
View details
C
Canara Rob Manufacturing Fund(IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised for new investments.
View details
H
HDFC Income Plus Arbitrage Active FOF(IDCW Reinv)
The fund shows decent potential for moderate returns with manageable risks, but growth drivers are limited.
View details
H
HDFC Income Plus Arbitrage Active FOF(IDCW)
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
View details
B
Baroda BNP Paribas Ultra Short Duration Fund(W-IDCW)
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
View details
B
Baroda BNP Paribas Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth, but risks in execution and governance should be monitored.
View details
Business Overview
Union Small Cap Fund (IDCW-Reinv) 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 counterparts 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.
- Focused on small-cap stocks for high growth potential
- Ideal for long-term investors seeking capital appreciation
- Diversified portfolio to mitigate risks
- Research-driven approach for informed investment decisions
- Managed by experienced professionals in the industry
Investment Thesis
Union Small Cap Fund presents a compelling investment opportunity due to its credible promoter group, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the expanding small-cap market in India.
- Strong backing from a reputable promoter group enhances investor confidence.
- Digital services are witnessing exponential growth, providing a robust runway for future returns.
- Attractive valuation metrics compared to peers suggest potential for price appreciation.
- Focus on small-cap stocks aligns with India's economic growth trajectory.
- Diversified portfolio minimizes risk while maximizing growth potential.
Opportunity vs Risk
Opportunities
- High potential for growth
- Diversification in small caps
- Exposure to emerging sectors
- Strong historical performance
Risks ⚠️
- Market volatility impact
- Small cap liquidity concerns
- Economic downturn effects
- Higher management fees
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 growth acceleration and improved margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Union Small Cap Fund(IDCW-Reinv) • Updated: 2025-10-01 22:01:11
-
10BusinessHighThe sector is evolving but lacks a strong competitive moat.
-
10GrowthHighRevenue growth has been inconsistent, with some fluctuations in profit margins.
-
10ProfitabilityHighROE and ROCE are average, with operating cash flow not consistently exceeding net profit.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is decent, but there are concerns about pledging.
-
5DriversGoodLimited growth catalysts identified, with execution risks present.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Union Small Cap Fund shows potential but faces several challenges that could impact future performance. Investors should proceed with caution.