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Edelweiss Multi Asset Allocation Fund(IDCW)

Ticker: mf15459
Decent 48/100

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D
DSP Nifty 50 Equal Weight Index Fund(IDCW-Reinv)
Score 66/100 Decent
The DSP Nifty 50 Equal Weight Index Fund presents a decent investment opportunity with a balanced exposure to strong companies, though some risks and valuation concerns exist.
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D
DSP Nifty 50 Equal Weight Index Fund(IDCW)
Score 75/100 Decent
The DSP Nifty 50 Equal Weight Index Fund shows a decent overall score, indicating a balanced approach to investing in established companies with growth potential.
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I
ICICI Pru Quality Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with solid growth and profitability metrics, but some risks in execution and valuation remain.
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I
ICICI Pru Quality Fund(IDCW Payout)
Score 68/100 Decent
The ICICI Pru Quality Fund shows a decent investment potential with consistent growth and profitability metrics, though some risks in governance and execution should be monitored.
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M
Mirae Asset Multi Asset Allocation Fund(IDCW)
Score 68/100 Decent
The Mirae Asset Multi Asset Allocation Fund shows decent potential with a balanced approach to growth and risk management.
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A
Axis CRISIL IBX SDL May 2027 Index Fund(IDCW)
Score 75/100 Decent
The fund shows potential with a decent score across various metrics, indicating a stable investment option.
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S
SBI Credit Risk Fund(IDCW-Payout)
Score 68/100 Decent
The SBI Credit Risk Fund shows decent potential with stable growth and profitability metrics, but it faces some risks in execution and liquidity.
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S
SBI Credit Risk Fund(DD-IDCW)
Score 66/100 Decent
The SBI Credit Risk Fund shows decent potential but faces challenges in profitability and execution risks. Investors should proceed with caution.
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S
SBI Credit Risk Fund(IDCW)
Score 66/100 Decent
SBI Credit Risk Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution challenges and market competition.
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T
Templeton India Value Fund(IDCW)
Score 68/100 Decent
The Templeton India Value Fund shows decent potential for growth with a stable performance record, but investors should be cautious of execution risks and governance concerns.
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S
Sundaram Ultra Short Duration Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with stable performance, but growth prospects are limited.
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K
Kotak MNC Fund(IDCW)
Score 75/100 Strong
The Kotak MNC Fund shows strong potential due to its focus on multinational companies with solid growth and profitability metrics.
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K
Kotak MNC Fund(IDCW Payout)
Score 66/100 Decent
The Kotak MNC Fund shows decent potential with a focus on multinational companies, but investors should be cautious of valuation and execution risks.
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H
HSBC Multi Asset Allocation Fund(IDCW)
Score 72/100 Decent
The HSBC Multi Asset Allocation Fund shows potential with a decent score, but there are areas of concern that need monitoring.
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H
HSBC Multi Asset Allocation Fund(IDCW Payout)
Score 68/100 Decent
The HSBC Multi Asset Allocation Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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M
Mirae Asset Small Cap Fund(IDCW)
Score 71/100 Decent
The Mirae Asset Small Cap Fund shows potential for growth, but investors should be cautious of market volatility and execution risks.
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Business Overview

Edelweiss Multi Asset Allocation Fund (IDCW) is designed for investors seeking a balanced approach to wealth creation through diversified investments across multiple asset classes. This fund is ideal for those looking to mitigate risks while aiming for long-term capital appreciation. With a dynamic allocation strategy, it adapts to market conditions, ensuring optimal returns. It matters because it offers a professional management approach to asset allocation, catering to both conservative and aggressive investors.

  • Diversified investment across equities, debt, and gold
  • Dynamic asset allocation for risk management
  • Ideal for long-term capital appreciation
  • Professionally managed by experienced fund managers
  • Suitable for both conservative and aggressive investors

Investment Thesis

Edelweiss Multi Asset Allocation Fund stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, this fund offers a compelling investment opportunity for retail investors looking to diversify their portfolios.

  • Strong backing from the Edelweiss Group, known for its financial expertise.
  • Significant growth in digital services enhances accessibility and investor engagement.
  • Attractive valuation metrics compared to industry peers, indicating potential upside.
  • Diversified asset allocation strategy mitigates risks while optimizing returns.
  • Consistent performance track record builds investor confidence.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for stable returns
  • Access to professional fund management
  • Suitable for risk-averse investors
Risks ⚠️
  • Market volatility affecting returns
  • Management fees may reduce profits
  • Limited liquidity compared to stocks
  • Performance linked to market conditions

Peer Perspective

Edelweiss Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Prudential, requiring consistent margin stability and improved growth metrics for a potential rerating.
📊 Stock Investment Checklist (100 Points)
Edelweiss Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 05:56:20
  • 10
    Business
    High
    The fund operates in a diversified asset allocation space, which is becoming increasingly relevant.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is not consistently outperforming net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, but there are some concerns regarding disclosures.
  • 8
    Drivers
    High
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential with a diversified approach, but there are concerns regarding profitability consistency and valuation metrics.