Edelweiss Multi Asset Omni FoF

Ticker: mf14034
Decent 48/100

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Business Overview

Edelweiss Multi Asset Omni Fund of Funds (FoF) is designed for investors seeking diversified exposure across multiple asset classes, including equities, fixed income, and commodities. This fund is ideal for those looking to balance risk and return while benefiting from professional management. It matters because it provides a simple, efficient way to invest in a broad spectrum of assets, catering to varying risk appetites. With a focus on long-term growth, this FoF aims to enhance portfolio stability and performance.

  • Diversified exposure across asset classes
  • Professional management for optimal returns
  • Suitable for varying risk appetites
  • Focus on long-term wealth creation
  • Helps in portfolio stability and performance

Investment Thesis

Edelweiss Multi Asset Omni FoF stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a diversified investment approach, making it an appealing choice for retail investors looking for stability and growth.

  • Backed by Edelweiss Group, a trusted name in financial services.
  • Significant growth potential in digital investment platforms.
  • Valuation metrics indicate strong upside compared to industry peers.
  • Diversified asset allocation reduces risk and enhances returns.
  • Ideal for investors seeking a balanced and growth-oriented portfolio.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for higher returns
  • Access to professional fund management
  • Hedge against market volatility
Risks ⚠️
  • Market fluctuations impact returns
  • Management fees can reduce gains
  • Liquidity risks in certain assets
  • Economic downturns may affect performance

Peer Perspective

Edelweiss Multi Asset Omni FoF trades at a slight premium compared to peers like ICICI Prudential Multi Asset and HDFC Multi Asset. A focus on margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Edelweiss Multi Asset Omni FoF • Updated: 2025-09-29 14:39:38
  • 8
    Business
    High
    The fund operates in a diversified asset management sector, which is future-ready.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been variable.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is stable, but there are minor concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 1
    Technicals
    Low
    Market sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential with a decent score, but there are areas of concern that need to be addressed for better performance.


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