Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund

Ticker: mf13431
Decent 48/100

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Business Overview

The Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund is designed for investors seeking diversified exposure to India's top-performing stocks. It targets those who value both growth and stability, making it ideal for long-term wealth creation. This fund focuses on quality companies with strong momentum, ensuring a balanced approach to risk and return. With its systematic investment strategy, it aims to capture market trends effectively.

  • Diversified exposure to top 500 Indian stocks
  • Focus on quality and momentum for better returns
  • Ideal for long-term investors
  • Systematic investment approach
  • Managed by experienced professionals

Investment Thesis

The Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment choice for retail investors seeking long-term 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 industry peers suggest potential upside.
  • Diversified exposure across multiple sectors mitigates risk.
  • Focus on quality stocks ensures a resilient investment portfolio.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top 500 stocks
  • Potential for high long-term returns
  • Focus on quality and momentum
  • Suitable for risk-averse investors
Risks ⚠️
  • Market volatility can affect returns
  • Expense ratios may impact profits
  • Limited historical performance data
  • Concentration in large-cap stocks
📊 Stock Investment Checklist (100 Points)
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund • Updated: 2025-09-29 12:13:18
  • 10
    Business
    High
    The fund is invested in a diversified portfolio across sectors, but lacks a clear moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
  • 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 stable, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but carries risks that may affect future performance. Caution is advised for new investors.


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