Edelweiss Income Plus Arbitrage Active FoF
Ticker: mf13511
Decent
48/100
☆ Add to Watchlist
More Options
M
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund
The fund offers stability but lacks significant growth potential, making it suitable for conservative investors.
View details
Q
Quant Consumption Fund
The Quant Consumption Fund shows potential but faces challenges in profitability and valuation metrics. Caution is advised.
View details
N
Nippon India Active Momentum Fund
The Nippon India Active Momentum Fund shows decent potential with consistent growth and profitability metrics, although some risks remain.
View details
H
HDFC BSE 500 Index Fund
The HDFC BSE 500 Index Fund shows a decent score with strong fundamentals and growth potential, but investors should be cautious of market volatility.
View details
A
Aditya Birla SL Multi-Asset Omni FOF
The fund shows potential but has several areas of concern that could impact future performance.
View details
N
Nippon India FMP-XLIII-1-1755D
The stock shows moderate potential but lacks strong growth drivers and consistency in performance.
View details
N
Nippon India FMP-XLV-5-1158D
The stock presents several risks with limited growth potential and weak market sentiment.
View details
A
Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund
The fund shows potential for growth but faces challenges in profitability and valuation. Caution is advised.
View details
S
SBI FMP-45-1840D
The stock shows moderate potential but is hindered by inconsistent growth and profitability metrics.
View details
M
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF
The ETF has a decent score reflecting growth potential, but investors should be cautious of volatility and execution risks in the mid and small-cap segments.
View details
A
Aditya Birla SL CRISIL IBX Gilt - April 2026 Index Fund
The fund shows moderate potential but lacks strong growth drivers and technical momentum.
View details
N
Nippon India Diversified Equity Flexicap Passive FoF
The fund shows potential but has several areas that require attention for better performance.
View details
I
ITI Pharma & Healthcare Fund
While the ITI Pharma & Healthcare Fund shows some growth potential, the overall risk factors and valuation concerns suggest a cautious approach.
View details
I
ICICI Pru Nifty LargeMidcap 250 Index Fund
The ICICI Pru Nifty LargeMidcap 250 Index Fund presents a decent investment opportunity with a balanced exposure to growth and profitability, though caution is advised due to some valuation concerns and execution risks.
View details
C
Canara Rob Banking and PSU Debt Fund
The fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment.
View details
S
SBI Equity Minimum Variance Fund
The SBI Equity Minimum Variance Fund shows a decent overall performance with solid growth and profitability metrics, though some risks remain in execution and market sentiment.
View details
Business Overview
Edelweiss Income Plus Arbitrage Active FoF is a dynamic fund of funds designed for investors seeking stable returns through a balanced approach to equity and debt. Ideal for risk-averse individuals, this fund leverages arbitrage opportunities in the market, ensuring capital preservation while aiming for moderate growth. Its strategic asset allocation makes it a prudent choice for those looking to diversify their portfolio without excessive risk.
- Designed for risk-averse investors
- Focuses on capital preservation
- Utilizes market arbitrage opportunities
- Offers a balanced equity-debt approach
- Aims for stable, moderate returns
- Ideal for portfolio diversification
Investment Thesis
Edelweiss Income Plus Arbitrage Active FoF stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail 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, catering to evolving investor needs.
- Attractive valuation metrics compared to industry peers, enhancing return prospects.
- Focus on arbitrage strategies offers risk mitigation and steady income.
- Proven track record of performance, instilling confidence among investors.
Opportunity vs Risk
Opportunities
- Diversified investment across multiple assets
- Potential for stable returns
- Low correlation with equity markets
- Suitable for risk-averse investors
Risks ⚠️
- Market volatility can impact returns
- Interest rate fluctuations affect performance
- Limited liquidity in certain assets
- Management fees may reduce gains
Peer Perspective
Edelweiss Income Plus Arbitrage Active FoF trades at a slight premium compared to peers like ICICI Prudential and HDFC, necessitating consistent margin stability and enhanced growth to justify its valuation.
📊 Stock Investment Checklist (100 Points)
Edelweiss Income Plus Arbitrage Active FoF • Updated: 2025-09-29 14:38:23
-
8BusinessHighThe fund operates in a sector with moderate growth potential and a clear investment model.
-
10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
-
10ProfitabilityHighROE and ROCE are acceptable, but OCF has shown variability compared to net profit.
-
9ValuationHighValuation metrics are in line with peers, but not particularly attractive.
-
7BalanceHighThe balance sheet shows reasonable debt levels and liquidity.
-
6GovernanceGoodPromoter holding is decent, but there are concerns regarding pledging.
-
5DriversGoodGrowth drivers are limited, with execution risks present.
-
1TechnicalsLowMarket sentiment is weak, with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but faces challenges in growth consistency and market sentiment.