Edelweiss Equity Savings Fund
Ticker: mf13177
Decent
68/100
☆ Add to Watchlist
More Options
I
ITI Large & Mid Cap Fund
The fund shows potential but is currently facing several risks that could impact future performance.
View details
U
UTI Innovation Fund
The UTI Innovation Fund shows potential for growth in innovative sectors, but faces challenges in profitability and valuation metrics. Caution is advised for investors.
View details
M
Motilal Oswal Digital India Fund
The fund shows potential with a decent score, but caution is advised due to execution risks and market sentiment.
View details
L
LIC MF Overnight Fund
The LIC MF Overnight Fund is a stable investment option with moderate growth potential, but lacks significant competitive advantages.
View details
L
LIC MF Balanced Advantage Fund
The LIC MF Balanced Advantage Fund shows potential for moderate growth, but investors should be cautious due to volatility in profits and execution risks.
View details
L
LIC MF Manufacturing Fund
The LIC MF Manufacturing Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics. Caution is advised.
View details
D
DSP NIFTY 50 Index Fund
The DSP NIFTY 50 Index Fund is a decent investment option with stable growth potential, but investors should be cautious of valuation and governance aspects.
View details
H
HSBC Low Duration Fund
The HSBC Low Duration Fund presents several risks with limited growth potential and average profitability metrics, making it a risky investment at this time.
View details
B
Baroda BNP Paribas Conservative Hybrid Fund
The fund shows potential with a decent score, but investors should be cautious of execution risks and liquidity issues.
View details
U
UTI Banking & PSU Fund
The UTI Banking & PSU Fund shows decent potential but is facing challenges that could impact future performance. Investors should be cautious.
View details
M
Mahindra Manulife Manufacturing Fund
The fund shows potential with solid growth and profitability metrics, but faces challenges in governance and market sentiment.
View details
A
Aditya Birla SL Special Opp Fund
The fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
View details
I
Invesco India Short Duration Fund
The fund shows potential with a decent score, but there are areas of concern that need to be monitored closely.
View details
J
JM Aggressive Hybrid Fund
The JM Aggressive Hybrid Fund shows potential but faces several challenges that could impact future performance. Investors should approach with caution.
View details
S
Sundaram Corp Bond Fund
The Sundaram Corp Bond Fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment at this time.
View details
H
HDFC Dynamic Debt Fund
HDFC Dynamic Debt Fund shows decent potential with stable growth prospects, but investors should be cautious of cash flow variability and execution risks.
View details
Business Overview
Edelweiss Equity Savings Fund is a dynamic investment solution designed for risk-averse investors seeking capital appreciation with a safety net. This fund combines equity, debt, and arbitrage strategies to optimize returns while managing risk effectively. Ideal for individuals looking to diversify their portfolio without high volatility, it offers a balanced approach to wealth creation. With a strong track record and professional management, it stands out as a reliable choice for both new and seasoned investors in the Indian market.
- Balanced investment approach
- Combines equity, debt, and arbitrage
- Ideal for risk-averse investors
- Professional fund management
- Focus on capital appreciation
- Strong historical performance
Investment Thesis
Edelweiss Equity Savings Fund stands out due to its strong promoter credibility, robust digital service growth, and attractive valuations compared to peers. This fund is well-positioned to capitalize on India's growing retail investment landscape, making it a compelling choice for investors seeking stability and growth.
- Strong backing from the Edelweiss Group, known for its financial expertise.
- Significant growth potential in digital services, enhancing accessibility for investors.
- Attractive valuation metrics compared to industry peers, offering potential for higher returns.
- Focus on risk management and capital preservation, appealing to conservative investors.
- A diversified investment strategy that balances equity and debt for optimal performance.
Opportunity vs Risk
Opportunities
- Diversified equity exposure
- Potential for capital appreciation
- Tax benefits on long-term gains
- Professional fund management
- Access to quality stocks
Risks ⚠️
- Market volatility affects returns
- Management fees reduce profits
- Limited liquidity in certain conditions
- Economic downturn impacts performance
- Regulatory changes may affect operations
Peer Perspective
Edelweiss Equity Savings Fund trades at a slight premium compared to peers like HDFC Equity Savings Fund and ICICI Prudential Equity Savings Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
Edelweiss Equity Savings Fund • Updated: 2025-09-29 14:37:16
-
10BusinessHighThe fund operates in a future-ready sector with a diversified investment strategy.
-
10GrowthHighConsistent revenue and profit growth observed over the last few years.
-
10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly below net profit.
-
8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
-
7BalanceHighDebt levels are manageable, with adequate liquidity.
-
6GovernanceGoodPromoter holding is strong, but some concerns about pledging.
-
5DriversGoodGrowth catalysts are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
Edelweiss Equity Savings Fund shows decent potential with consistent growth and manageable risks, but investors should remain cautious about valuation and execution risks.