Edelweiss Balanced Advantage Fund(M-IDCW)
Ticker: mf14464
Decent
48/100
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E
Edelweiss Balanced Advantage Fund(Q-IDCW)
The fund presents several risks with inconsistent growth and moderate profitability, suggesting caution for potential investors.
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M
Motilal Oswal Large & Midcap Fund(IDCW)
The fund shows potential for growth but carries certain risks that investors should consider.
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C
Canara Rob Small Cap Fund(IDCW)
The fund shows potential but carries significant risks and inconsistencies in growth and profitability.
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I
ICICI Pru Focused Equity Fund(IDCW-Payout)
The fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.
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I
ICICI Pru Focused Equity Fund(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and valuation need to be monitored.
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S
Sundaram Mid Cap Fund(IDCW)
The fund shows decent potential with consistent growth, but valuation concerns and execution risks should be monitored.
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F
Franklin India Focused Equity Fund(IDCW)
The fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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F
Franklin India Focused Equity Fund(IDCW Payout)
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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A
Axis Focused Fund(IDCW)
The Axis Focused Fund shows potential for moderate returns but carries certain risks that need to be monitored.
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F
Franklin India Mid Cap Fund(IDCW)
The fund shows decent growth potential with manageable risks, but valuation concerns may deter new investments.
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F
Franklin India Mid Cap Fund(IDCW Payout)
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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L
LIC MF Liquid Fund(M-IDCW)
LIC MF Liquid Fund presents a decent investment opportunity with stable returns, but growth potential is limited.
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L
LIC MF Liquid Fund(W-IDCW)
The LIC MF Liquid Fund shows decent stability and moderate growth potential, but faces challenges in profitability and market sentiment.
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L
LIC MF Liquid Fund(DD-IDCW)
LIC MF Liquid Fund shows decent fundamentals but faces challenges in growth and profitability.
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A
Axis Short Duration Fund(IDCW)
The fund shows decent fundamentals but faces challenges in growth and profitability.
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A
Axis Short Duration Fund(M-IDCW)
The Axis Short Duration Fund shows decent potential but faces challenges in profitability and valuation. Investors should be cautious.
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Business Overview
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
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are moderate, with operating cash flow showing some volatility compared to net profit.
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10ValuationHighValuation metrics like P/E and P/B are in line with peers, but PEG ratio indicates potential overvaluation.
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8BalanceHighDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is decent, but there are concerns regarding pledging and transparency in disclosures.
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8DriversHighThere are growth catalysts, but execution risks remain a concern.
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5TechnicalsGoodMarket 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.