Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund(IDCW)
Ticker: mf17177
Decent
48/100
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Business Overview
The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is designed for investors seeking stable returns through a blend of government securities and state development loans. Ideal for conservative investors and those looking to diversify their fixed-income portfolio, this fund aims to provide a balanced risk-reward profile. With a focus on short-duration assets, it helps mitigate interest rate risk while offering liquidity.
- Invests in a mix of Gilt and SDL for stability
- Ideal for conservative investors
- Focus on short-duration assets
- Helps mitigate interest rate risk
- Provides liquidity and diversification
Investment Thesis
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund presents a compelling investment opportunity due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers, making it a prudent choice for Indian retail investors seeking stability and growth.
- Promoted by Edelweiss, a reputable financial services group with a strong track record.
- Digital services are expanding, enhancing the fund's operational efficiency and outreach.
- Valuations are appealing compared to peer funds, offering potential for higher returns.
- Focus on government securities and SDLs provides a safety net in volatile markets.
- Ideal for conservative investors looking for short-duration fixed income exposure.
Opportunity vs Risk
Opportunities
- Stable returns from government bonds
- Diversification in fixed income portfolio
- Potential tax benefits on long-term gains
- Low expense ratio compared to peers
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from SDL investments
- Market volatility affecting fund performance
- Limited liquidity in short duration funds
Peer Perspective
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund trades at a slight premium compared to peers like HDFC Gilt Fund and ICICI Prudential Gilt Fund, with rerating contingent on improved interest rate stability.
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund(IDCW) • Updated: 2025-10-01 02:37:39
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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8ProfitabilityHighROE and ROCE are acceptable, but cash flow is volatile.
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9ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is strong, with adequate disclosures.
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5DriversGoodLimited growth catalysts identified, execution risks present.
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1TechnicalsLowWeak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but carries some risks due to inconsistent growth and market sentiment.