Edelweiss Balanced Advantage Fund(Q-IDCW)
Ticker: mf14465
Risky
48/100
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Business Overview
Edelweiss Balanced Advantage Fund is a dynamic investment solution designed to balance risk and return by investing in both equity and debt. Ideal for investors seeking long-term capital appreciation with a moderate risk appetite, this fund adapts to market conditions, providing stability in volatile times. It matters because it offers a systematic approach to wealth creation while minimizing downside risk. With professional management and a focus on asset allocation, it aims to deliver consistent performance.
- Dynamic asset allocation between equity and debt
- Ideal for moderate risk investors
- Professional management for optimal returns
- Focus on long-term capital appreciation
- Adapts to market conditions for stability
Investment Thesis
Edelweiss Balanced Advantage Fund stands out due to its robust promoter credibility, strong growth potential in digital services, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it a compelling choice for investors seeking stability and growth in a dynamic market.
- Strong backing from the Edelweiss Group, known for its financial expertise.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation compared to peer funds, offering better risk-adjusted returns.
- Balanced investment strategy that mitigates risks while capitalizing on market opportunities.
- Consistent performance track record, instilling confidence among retail investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for steady returns
- Expert fund management
- Tax-efficient growth options
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturns
- Liquidity concerns
- Management fee costs
📊 Stock Investment Checklist (100 Points)
Edelweiss Balanced Advantage Fund(Q-IDCW) • Updated: 2025-10-01 02:35:54
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10BusinessHighThe fund operates in a sector that is adapting to changing market dynamics, 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, and operating cash flow has been volatile compared to net profit.
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8ValuationHighValuation metrics such as P/E and P/B are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows manageable debt levels, but liquidity could be improved.
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6GovernanceGoodPromoter holding is reasonable, but there are concerns regarding pledging and transparency.
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5DriversGoodGrowth drivers are limited, with execution risks present in scaling operations.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 48 / 100
• Risky
The fund presents several risks with inconsistent growth and moderate profitability, suggesting caution for potential investors.