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Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund(IDCW)

Ticker: mf17328
Decent 48/100

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H
HSBC Global Emerging Markets Fund(IDCW-Payout)
Score 48/100 Risky
The fund shows potential but faces significant risks and inconsistencies in growth and profitability.
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H
HSBC Global Emerging Markets Fund(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth but is subject to market volatility and execution risks.
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M
Mirae Asset Nifty India Manufacturing ETF FoF(IDCW)
Score 66/100 Decent
The ETF has a decent score reflecting moderate growth potential but faces several risks that could impact performance.
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P
PGIM India Arbitrage Fund(M-IDCW)
Score 68/100 Decent
The PGIM India Arbitrage Fund shows decent performance metrics but lacks strong growth drivers. It is suitable for conservative investors seeking stability.
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P
PGIM India Arbitrage Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks and profitability volatility.
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P
PGIM India Healthcare Fund(IDCW)
Score 68/100 Decent
The fund is positioned well within the healthcare sector, showing decent growth and profitability metrics, but faces some valuation concerns.
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S
Sundaram Nifty 100 Equal Weight Fund(IDCW)
Score 68/100 Decent
The fund shows a decent investment potential with a diversified portfolio and strong fundamentals, but valuation concerns and execution risks should be monitored.
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P
PGIM India Gilt Fund(Q-IDCW)
Score 68/100 Decent
The PGIM India Gilt Fund shows decent potential with stable business fundamentals, but faces challenges in profitability and growth drivers.
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P
PGIM India Dynamic Bond Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential with a stable business model and growth prospects, but faces challenges in profitability and valuation.
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K
Kotak Global Emerging Market Overseas Equity Omni FOF(IDCW)
Score 66/100 Decent
The fund shows potential for growth in emerging markets, but investors should be cautious of volatility and execution risks.
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K
Kotak Global Emerging Market Overseas Equity Omni FOF(IDCW-Payout)
Score 66/100 Decent
The fund presents a decent investment opportunity with potential for growth, but investors should be cautious of the inherent risks in emerging markets.
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I
ICICI Pru Nifty50 Value 20 Index Fund(IDCW)
Score 66/100 Decent
The ICICI Pru Nifty50 Value 20 Index Fund shows decent potential with a balanced approach to value investing, though some risks remain.
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I
ICICI Pru Nifty50 Value 20 Index Fund(IDCW Payout)
Score 48/100 Decent
The fund shows potential with a decent score, but investors should be cautious due to volatility in profits and execution risks.
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U
Union Dynamic Bond Fund(IDCW Payout)
Score 70/100 Decent
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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U
Union Dynamic Bond Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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B
Bandhan Conservative Hybrid Fund(Q-IDCW Reinvest)
Score 58/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but attention is needed on governance and market sentiment.
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Business Overview

The Edelweiss CRISIL IBX AAA Financial Services Bond Index Fund is designed for investors seeking stable income through exposure to high-quality financial bonds. This fund primarily invests in AAA-rated bonds, ensuring lower credit risk and consistent returns. Ideal for conservative investors and those looking to diversify their portfolios, it offers a reliable investment avenue in the Indian financial market. With a focus on long-term growth, this fund is a strategic choice for wealth accumulation over time.

  • Invests in AAA-rated financial bonds
  • Lower credit risk ensures stability
  • Ideal for conservative investors
  • Provides diversification in portfolios
  • Focus on long-term wealth accumulation

Investment Thesis

Edelweiss CRISIL IBX AAA Financial Services Bond Index Fund offers a compelling investment opportunity backed by a strong promoter group and robust credibility. With the digital services sector poised for growth, this fund is attractively valued compared to its peers, making it a strategic addition for investors seeking stability and growth.

  • Strong backing from the Edelweiss Group enhances credibility.
  • Digital services are on a growth trajectory, driving future returns.
  • Attractive valuation compared to similar funds in the market.
  • Focus on AAA-rated bonds ensures lower credit risk.
  • Ideal for investors seeking a blend of safety and growth.

Opportunity vs Risk

Opportunities
  • Stable returns from AAA-rated bonds
  • Diversification in fixed income portfolio
  • Potential for capital appreciation
  • Regular income through IDCW
  • Low correlation with equities
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Liquidity concerns in bond market
  • Market volatility affecting NAV
  • Inflation eroding real returns

Peer Perspective

Edelweiss CRISIL IBX AAA Fund trades at a slight premium compared to peers like HDFC and ICICI Bond Funds. A consistent improvement in credit quality and interest rate stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund(IDCW) • Updated: 2025-10-01 02:37:50
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Moderate revenue growth observed, but profit consistency is a concern.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks are moderate.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows moderate potential but is hindered by several risks and inconsistencies in growth and profitability metrics.