Edelweiss Balanced Advantage Fund (M-IDCW) is a dynamic investment solution designed for investors seeking a blend of equity and debt exposure. Ideal for those looking to balance risk and return, this fund adjusts its asset allocation based on market conditions, aiming for optimal growth. It matters because it provides a strategic approach to investing, catering to both conservative and aggressive investors. With a focus on long-term wealth creation, this fund is a reliable choice for financial stability and growth.

Dynamic asset allocation between equity and debt
Ideal for risk-averse and aggressive investors
Focus on long-term wealth creation
Managed by experienced professionals
Aims to provide consistent returns in varying market conditions

Investment Thesis

Edelweiss Balanced Advantage Fund stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment choice for Indian retail investors seeking stability and growth.

Strong backing from the Edelweiss Group, enhancing trust and credibility.
Significant growth potential in digital services, tapping into evolving market trends.
Attractive valuation metrics compared to industry peers, offering a favorable entry point.
Diversified portfolio strategy aimed at risk mitigation and capital appreciation.
Consistent performance history, reflecting effective fund management and strategy.

Opportunity vs Risk

Opportunities

Diversified investment approach
Potential for steady returns
Tax benefits on long-term gains
Access to equity and debt markets

Risks ⚠️

Market volatility affects returns
Management fees may reduce gains
Economic downturns impact performance
Limited historical performance data

📊 Stock Investment Checklist (100 Points)

Edelweiss Balanced Advantage Fund(M-IDCW) • Updated: 2025-10-01 02:35:44

10

Business
High

The fund operates in a future-ready sector with a clear investment model, but lacks a strong competitive moat.
10

Growth
High

Revenue and profit growth have been inconsistent, with fluctuations in performance.
10

Profitability
High

ROE and ROCE are moderate, with operating cash flow showing some volatility compared to net profit.
10

Valuation
High

Valuation metrics like P/E and P/B are in line with peers, but PEG ratio indicates potential overvaluation.
8

Balance
High

Debt levels are manageable, but liquidity could be improved.
7

Governance
High

Promoter holding is decent, but there are concerns regarding pledging and transparency in disclosures.
8

Drivers
High

There are growth catalysts, but execution risks remain a concern.
5

Technicals
Good

Market sentiment is neutral with low liquidity and mixed price action.

Final Score & Verdict

Score 48 / 100 • Decent

The fund shows potential but is hindered by inconsistent growth and moderate profitability metrics. Caution is advised due to execution risks and valuation concerns.