Edelweiss Multi Asset Omni FoF(IDCW)
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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
- Diversified investment across asset classes
- Potential for stable returns
- Access to professional fund management
- Hedge against market volatility
- 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.
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10BusinessHighThe fund operates in a diversified investment space, but lacks a clear competitive advantage.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is not consistently strong.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but some concerns over transparency.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.