Edelweiss Nifty Midcap150 Momentum 50 Index Fund(IDCW)

Ticker: mf15936
Decent 66/100

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Business Overview

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund (IDCW) is designed for investors seeking exposure to high-potential midcap stocks in India. By focusing on momentum-driven companies, this fund aims to capitalize on market trends and deliver attractive returns. Ideal for those looking to diversify their portfolio with growth-oriented investments, it offers a systematic approach to wealth creation. With a transparent structure and professional management, this fund is a reliable choice for long-term investors.

  • Focuses on high-potential midcap stocks
  • Capitalizes on market momentum
  • Ideal for long-term wealth creation
  • Managed by experienced professionals
  • Transparent investment approach

Investment Thesis

Edelweiss Nifty Midcap150 Momentum 50 Index Fund offers a robust investment opportunity driven by a credible promoter group and strong growth in digital services. Its attractive valuation compared to peers makes it an appealing choice for investors seeking exposure to midcap momentum stocks.

  • Backed by Edelweiss, a reputable financial services group with a strong track record.
  • Capitalizes on the growth potential of midcap companies in the digital services sector.
  • Offers competitive valuation metrics compared to other midcap funds.
  • Diversifies risk through a focused index of 50 momentum stocks.
  • Ideal for investors looking for growth and stability in their portfolio.
📊 Stock Investment Checklist (100 Points)
Edelweiss Nifty Midcap150 Momentum 50 Index Fund(IDCW) • Updated: 2025-10-01 02:39:34
  • 10
    Business
    High
    The fund is focused on midcap stocks which are in sectors with growth potential, but lacks a clear moat.
  • 10
    Growth
    High
    Midcap stocks can show high growth potential, but consistency varies significantly.
  • 10
    Profitability
    High
    ROE and ROCE are average, with cash flow being inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above average compared to peers.
  • 7
    Balance
    High
    The fund has a reasonable debt/equity ratio, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns regarding pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is mixed with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential in midcap segments but carries risks related to execution and market volatility.