Portfolio Alerts Watch List Cart

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund(IDCW)

Ticker: mf17386
Decent 58/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

L
LIC MF Nifty Next 50 Index Fund(IDCW)
Score 66/100 Decent
The LIC MF Nifty Next 50 Index Fund presents a decent investment opportunity with exposure to growth-oriented sectors, though caution is advised due to some valuation concerns and execution risks.
View details
T
Tata Nifty G-Sec Dec 2026 Index Fund(IDCW Payout)
Score 48/100 Risky
The Tata Nifty G-Sec Dec 2026 Index Fund offers stability but lacks growth potential, making it a risky investment for those seeking higher returns.
View details
T
Tata Nifty G-Sec Dec 2026 Index Fund(IDCW)
Score 68/100 Decent
The Tata Nifty G-Sec Dec 2026 Index Fund offers a stable investment in government securities with moderate returns. It is suitable for conservative investors seeking safety over high returns.
View details
I
ICICI Pru Nifty200 Value 30 Index Fund(IDCW)
Score 71/100 Decent
The ICICI Pru Nifty200 Value 30 Index Fund shows decent potential with a balanced approach to value investing, though some execution risks exist.
View details
I
ICICI Pru Nifty200 Value 30 Index Fund(IDCW Payout)
Score 48/100 Decent
The fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of execution risks and market sentiment.
View details
N
Nippon India CRISIL-IBX AAA Financial Services - Dec 2026 Index Fund(IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
View details
P
PGIM India Retirement Fund(IDCW)
Score 68/100 Decent
The PGIM India Retirement Fund shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
View details
I
ICICI Pru Nifty Pharma Index Fund(IDCW Payout)
Score 66/100 Decent
The fund is positioned in a growing sector with decent growth prospects, but faces challenges in profitability and valuation metrics.
View details
I
ICICI Pru Nifty Pharma Index Fund(IDCW)
Score 68/100 Decent
The fund is positioned well within the pharma sector, showing decent growth potential but with some risks involved.
View details
A
Aditya Birla SL US Treasury 1-3 year Bond ETFs FoF(IDCW Reinvest)
Score 40/100 Risky
The fund is a conservative investment with low growth potential, suitable for risk-averse investors.
View details
A
Aditya Birla SL US Treasury 1-3 year Bond ETFs FoF(IDCW)
Score 48/100 Decent
The fund shows moderate potential with stable returns but lacks strong growth catalysts.
View details
K
Kotak International REIT Overseas Equity Omni FOF(IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth and profitability metrics, indicating a risky investment at this time.
View details
K
Kotak International REIT Overseas Equity Omni FOF(IDCW Payout)
Score 66/100 Decent
The fund shows potential for moderate growth, but investors should be cautious due to execution risks and valuation concerns.
View details
L
LIC MF Healthcare Fund(IDCW)
Score 68/100 Decent
The LIC MF Healthcare Fund shows decent potential with strong growth and profitability metrics, but some execution risks need to be monitored.
View details
P
PGIM India Corp Bond Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent stability but lacks strong growth drivers. Investors should be cautious.
View details
P
PGIM India Corp Bond Fund(Q-IDCW)
Score 70/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and average profitability metrics.
View details

Business Overview

The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund is designed for conservative investors seeking stable returns through a blend of government securities and state development loans. This fund aims to provide a balanced risk-return profile, making it ideal for those looking to diversify their portfolios with fixed income investments. With a focus on capital preservation and steady income, it stands out as a reliable choice for long-term financial planning.

  • Invests in a mix of government securities and SDLs
  • Suitable for conservative investors
  • Focus on capital preservation and steady income
  • Helps in portfolio diversification
  • Long-term investment horizon until June 2027

Investment Thesis

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund presents a compelling investment opportunity, backed by a strong promoter group and credibility in the market. With a growing digital services segment and attractive valuations compared to peers, this fund is well-positioned to deliver stable returns for Indian retail investors.

  • Strong backing from Edelweiss, a reputable financial services group.
  • Growing digital services sector enhances fund accessibility and investor engagement.
  • Attractive valuation metrics compared to similar index funds.
  • Focus on government securities and SDLs ensures lower risk exposure.
  • Ideal for investors seeking stability and steady income through dividends.

Opportunity vs Risk

Opportunities
  • Stable returns from government bonds
  • Diversification in fixed income portfolio
  • Potential capital appreciation over time
  • Low expense ratio for investors
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from SDLs
  • Market volatility affecting bond prices
  • Limited liquidity in certain scenarios

Peer Perspective

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund trades at a slight premium compared to peers like HDFC Gilt Fund and ICICI Prudential Gilt Fund; a stable interest rate environment could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund(IDCW) • Updated: 2025-10-01 02:37:22
  • 10
    Business
    High
    The fund is focused on government securities and SDLs, which are stable but lack high growth potential.
  • 8
    Growth
    High
    Growth is limited as the fund primarily invests in fixed income instruments.
  • 6
    Profitability
    Good
    Returns are predictable but not high; OCF is stable.
  • 7
    Valuation
    High
    Valuation metrics are reasonable for fixed income but not compelling.
  • 9
    Balance
    High
    Strong balance sheet with low debt levels.
  • 8
    Governance
    High
    Good governance practices, but promoter holding is moderate.
  • 5
    Drivers
    Good
    Limited growth drivers; primarily influenced by interest rate movements.
  • 5
    Technicals
    Good
    Market sentiment is stable, but liquidity can be low.
Final Score & Verdict
Score 58 / 100 • Decent
The fund offers a decent investment option for conservative investors seeking stability, but growth potential is limited.