Edelweiss Multi Cap Fund(IDCW)
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Business Overview
Edelweiss Multi Cap Fund (IDCW) is a dynamic investment option designed for investors seeking long-term capital appreciation through a diversified portfolio. This fund invests across large, mid, and small-cap stocks, catering to both conservative and aggressive investors. With a focus on quality companies and robust research, it aims to deliver consistent returns while managing risks effectively. Ideal for those looking to grow their wealth over time, this fund stands out for its flexibility and comprehensive market exposure.
- Diversified investment across market caps
- Focus on long-term capital appreciation
- Ideal for both conservative and aggressive investors
- Strong research-driven approach
- Effective risk management strategies
- Potential for consistent returns over time
Investment Thesis
Edelweiss Multi Cap Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This combination positions it as a strong contender for investors seeking long-term growth in a diversified portfolio.
- Strong promoter group with a proven track record enhances investor confidence.
- Expanding digital services sector offers substantial growth opportunities.
- Attractive valuation metrics compared to industry peers suggest potential upside.
- Diversified investment strategy mitigates risk while capturing market growth.
- Consistent performance history reinforces its reliability as a long-term investment.
Opportunity vs Risk
- Diversified exposure across sectors
- Potential for high long-term returns
- Strong fund management team
- Growing Indian economy
- Increased retail participation in markets
- Market volatility impacting returns
- Regulatory changes affecting funds
- High expense ratios
- Economic downturn risks
- Performance may lag benchmarks
Peer Perspective
Edelweiss Multi Cap Fund trades at a slight premium compared to peers like Axis Multicap Fund and SBI Multicap Fund. A sustained improvement in margin stability could trigger a rerating, aligning it with its competitors.
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10BusinessHighThe fund operates in a diversified sector with potential for future growth, but lacks a strong competitive moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent compared to net profit.
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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 reasonable, but some pledging raises concerns.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.