Edelweiss Aggressive Hybrid Fund(IDCW)
Ticker: mf15275
Decent
66/100
☆ Add to Watchlist
More Options
L
LIC MF Large & Midcap Fund-(IDCW)
The LIC MF Large & Midcap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should weigh these factors carefully before making decisions.
View details
M
Mirae Asset Flexi Cap Fund(IDCW)
The Mirae Asset Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks should be monitored.
View details
K
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some execution risks.
View details
U
UTI Balanced Advantage Fund(IDCW)
The UTI Balanced Advantage Fund shows decent potential with consistent growth and profitability metrics, though there are some governance and execution risks to consider.
View details
P
Parag Parikh Conservative Hybrid Fund(M-IDCW)
The fund shows decent potential with a solid growth trajectory, but caution is advised due to some governance concerns and market sentiment.
View details
P
Parag Parikh Conservative Hybrid Fund(M-IDCW Payout)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
View details
S
SBI Retirement Benefit Fund-Aggressive Plan(IDCW)
The fund shows potential for moderate growth but carries some risks that need to be monitored.
View details
H
HDFC Gilt Fund(IDCW-Reinv)
The HDFC Gilt Fund shows decent potential with stable growth and profitability metrics, but it is essential to monitor execution risks and market sentiment closely.
View details
H
HDFC Gilt Fund(IDCW)
HDFC Gilt Fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment choice.
View details
Q
Quant Infrastructure Fund(IDCW)
The fund operates in a critical sector but faces several challenges that could impact future performance.
View details
H
HSBC Ultra Short Duration Fund(M-IDCW)
The fund shows decent fundamentals but faces challenges in growth and profitability, making it a cautious investment.
View details
H
HSBC Ultra Short Duration Fund(W-IDCW)
The fund shows decent potential with stable growth and manageable risks, but lacks strong catalysts for significant upside.
View details
H
HSBC Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential but carries some risks that need to be monitored.
View details
B
Baroda BNP Paribas Multi Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
View details
I
ICICI Pru Commodities Fund(IDCW Payout)
The fund operates in a volatile sector with mixed growth prospects and moderate profitability. Caution is advised.
View details
I
ICICI Pru Commodities Fund(IDCW)
The fund shows potential in a cyclical sector with decent growth prospects, but risks related to profitability and execution should be monitored closely.
View details
Business Overview
Edelweiss Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth and stability. This fund combines equity and debt investments to optimize returns while managing risk. Ideal for those with a moderate to high-risk appetite, it offers the potential for capital appreciation along with regular income through dividends. With professional management and a diversified portfolio, this fund is a smart choice for long-term wealth creation.
- Balanced investment in equity and debt
- Suitable for moderate to high-risk investors
- Potential for capital appreciation
- Regular income through dividends
- Professionally managed for optimal returns
- Diversified portfolio to mitigate risks
Investment Thesis
Edelweiss Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions the fund as a compelling investment option for retail investors seeking balanced risk and reward.
- Backed by the reputable Edelweiss Group, ensuring trust and reliability.
- Significant growth in digital services, tapping into the evolving investment landscape.
- Valuation metrics indicate potential for higher returns compared to industry peers.
- Diversified portfolio strategy mitigates risk while aiming for capital appreciation.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for higher returns
- Tax benefits on long-term gains
- Access to professional fund management
- Growing demand for hybrid funds
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations impact bonds
- Performance linked to equity markets
- Liquidity risks during market downturns
- Management fees may reduce gains
Peer Perspective
Edelweiss Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Edelweiss Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 02:04:04
-
10BusinessHighThe fund is in a future-ready sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly below net profit.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
7BalanceHighDebt levels are manageable with adequate liquidity.
-
6GovernanceGoodPromoter holding is strong, but some pledging exists.
-
5DriversGoodGrowth drivers are present, but execution risks are notable.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential with a solid growth trajectory and manageable risks, but attention to execution and governance is necessary.