Edelweiss Large Cap Fund
Ticker: mf13038
Decent
68/100
☆ Add to Watchlist
More Options
B
Bajaj Finserv Small Cap Fund
Bajaj Finserv Small Cap Fund shows decent potential but comes with notable risks that need to be monitored.
View details
A
Axis Gold Fund
The Axis Gold Fund presents a risky investment opportunity with moderate growth potential but significant concerns regarding profitability and market sentiment.
View details
C
Canara Rob Value Fund
The fund shows decent potential but faces challenges in profitability and valuation metrics.
View details
I
ITI Multi-Cap Fund
While the ITI Multi-Cap Fund shows potential, it faces challenges in growth consistency and profitability metrics. Caution is advised for new investments.
View details
U
UTI Banking and Financial Services Fund
The UTI Banking and Financial Services Fund shows decent potential but faces challenges in profitability and valuation. Investors should be cautious and monitor market conditions closely.
View details
B
Bank of India Mid & Small Cap Equity & Debt Fund
The fund shows potential but is hindered by inconsistent growth and profitability metrics, making it a risky investment.
View details
B
Baroda BNP Paribas Small Cap Fund
The fund shows potential with a decent score, but investors should be cautious due to execution risks and market sentiment.
View details
B
Baroda BNP Paribas Flexi Cap 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
M
Motilal Oswal Liquid Fund
The Motilal Oswal Liquid Fund shows decent potential with stable growth and profitability metrics, though some risks remain.
View details
A
Axis Momentum Fund
The Axis Momentum Fund shows decent potential with a solid growth trajectory and manageable risks.
View details
M
Mahindra Manulife Business Cycle Fund
The Mahindra Manulife Business Cycle Fund shows decent potential with consistent growth and a solid business model, though some risks and valuation concerns exist.
View details
B
Baroda BNP Paribas Aggressive Hybrid Fund
The fund shows decent potential with consistent growth and strong governance, but faces some risks in execution and market sentiment.
View details
I
ICICI Pru Active Momentum Fund
The ICICI Pru Active Momentum Fund shows decent potential with consistent growth and a solid balance sheet, but investors should be cautious of execution risks.
View details
B
Baroda BNP Paribas Value Fund
The fund shows potential for moderate returns but carries some risks that need to be monitored.
View details
A
Axis Dynamic Bond Fund
The Axis Dynamic Bond Fund shows decent potential with stable growth, but faces challenges in profitability and valuation metrics.
View details
N
Nippon India Silver ETF FOF
The Nippon India Silver ETF FOF presents a decent investment opportunity, primarily driven by its positioning in the silver market, though it faces challenges related to profitability and growth drivers.
View details
Business Overview
Edelweiss Large Cap Fund is a mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large-cap equities. Ideal for risk-averse investors looking for stable returns, this fund focuses on companies with strong fundamentals and growth potential. It matters because it offers a professional management approach to investing in large-cap stocks, making it accessible for retail investors. With a disciplined investment strategy, it aims to deliver consistent performance over time, helping you achieve your financial goals.
- Focuses on large-cap companies
- Ideal for long-term investors
- Professionally managed for optimal returns
- Diversified portfolio to mitigate risk
- Strong track record of performance
Investment Thesis
Edelweiss Large Cap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This positions it as a compelling investment opportunity for retail investors seeking long-term gains.
- Strong backing from the Edelweiss Group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Current valuations present a favorable entry point compared to competitors.
- Diversified portfolio mitigates risks while maximizing returns.
- Proven track record of performance supports investor confidence.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified large-cap exposure
- Potential for long-term capital growth
- Experienced fund management team
Risks ⚠️
- Market volatility impacts returns
- Sector concentration risk
- Economic slowdown effects
- Regulatory changes may affect performance
Peer Perspective
Edelweiss Large Cap Fund trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential. A sustained improvement in margin stability could trigger a rerating, enhancing its appeal to investors.
📊 Stock Investment Checklist (100 Points)
Edelweiss Large Cap Fund • Updated: 2025-09-29 14:38:39
-
10BusinessHighThe fund operates in a competitive sector with a clear investment strategy but lacks a significant moat.
-
10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
-
10ProfitabilityHighROE and ROCE are moderate, with cash flow showing some volatility compared to net profit.
-
8ValuationHighValuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
-
7BalanceHighThe balance sheet shows manageable debt levels but limited reserves.
-
6GovernanceGoodPromoter holding is decent, but there are concerns regarding pledging and transparency.
-
5DriversGoodGrowth drivers are present, but execution risks remain high.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Edelweiss Large Cap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.