Edelweiss Nifty Alpha Low Volatility 30 Index Fund(IDCW)
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Business Overview
The Edelweiss Nifty Alpha Low Volatility 30 Index Fund (IDCW) is designed for investors seeking stability and growth through a diversified portfolio of low-volatility stocks. This fund targets those who prefer a balanced approach to equity investment, minimizing risk while capturing market upside. With a focus on companies that exhibit lower price fluctuations, it aims to provide consistent returns over time. Ideal for conservative investors looking to enhance their equity exposure without excessive risk.
- Targets low-volatility stocks for stability
- Ideal for conservative investors
- Aims for consistent returns
- Diversified portfolio reduces risk
- Aligned with long-term growth strategies
Investment Thesis
Edelweiss Nifty Alpha Low Volatility 30 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to deliver stable returns in a volatile market.
- Backed by Edelweiss, a reputable financial services group with a strong track record.
- Capitalizes on the growing digital services sector, enhancing long-term growth prospects.
- Offers attractive valuations, making it a cost-effective choice for investors.
- Focuses on low volatility stocks, aiming to provide stability in uncertain markets.
- Strategically aligned with Nifty Alpha, targeting alpha generation while managing risk.
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10BusinessHighThe fund focuses on low volatility stocks, which are generally in stable sectors, but may lack high growth potential.
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10GrowthHighThe fund has shown consistent growth in revenue and profits, aligning with its low volatility strategy.
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10ProfitabilityHighROE and ROCE are decent, but not exceptional compared to high-growth peers.
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10ValuationHighValuation metrics like P/E and P/B are reasonable, but may not offer significant upside.
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8BalanceHighThe fund maintains a healthy balance sheet with low debt levels.
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7GovernanceHighPromoter holding is stable, but there are concerns about transparency in disclosures.
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6DriversGoodGrowth drivers are limited; reliance on market stability is a risk.
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5TechnicalsGoodMarket sentiment is neutral; liquidity is moderate.