Edelweiss Multi Asset Omni FoF(IDCW)

Ticker: mf17848
Decent 68/100

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Business Overview

Edelweiss Multi Asset Omni FoF (IDCW) is a dynamic fund of funds designed for investors seeking diversified exposure across multiple asset classes. Ideal for those looking to balance risk and return, this fund aims to provide stability and growth through strategic asset allocation. It matters because it simplifies investment decisions, allowing you to benefit from professional management and market opportunities without the need for constant monitoring.

  • Diversified exposure to equity, debt, and gold
  • Managed by experienced professionals
  • Aims for stable returns with reduced risk
  • Ideal for long-term wealth creation
  • Suitable for both new and seasoned investors

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, tapping into various asset classes, making it a strategic choice for retail investors seeking stability and growth.

  • Strong backing from the reputable Edelweiss Group enhances investor confidence.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to competitors suggest room for upside.
  • Diversification across multiple asset classes mitigates risk for investors.
  • Proven track record of performance positions it well for future gains.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for stable returns
  • Access to professional fund management
  • Hedge against market volatility
Risks ⚠️
  • Market fluctuations affect returns
  • Management fees can reduce profits
  • Limited liquidity in certain assets
  • Regulatory changes may impact performance

Peer Perspective

Edelweiss Multi Asset Omni FoF trades at a slight premium to peers like ICICI Prudential Multi Asset Fund and HDFC Multi Asset Fund. A sustained growth acceleration and improved margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Edelweiss Multi Asset Omni FoF(IDCW) • Updated: 2025-10-01 14:44:39
  • 10
    Business
    High
    The fund operates in a diversified investment space, but lacks a clear competitive advantage.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is not consistently strong.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns over transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.