Edelweiss Large & Mid Cap Fund (IDCW) is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap equities. This fund is ideal for those looking to balance growth potential with stability. It matters because it taps into India's growth story, focusing on companies with strong fundamentals. With a professional management team and a disciplined investment approach, this fund aims to deliver consistent returns over time.

Diversified exposure to large and mid-cap stocks
Ideal for long-term capital appreciation
Managed by experienced professionals
Focus on companies with strong fundamentals
Aligns with India's growth potential

Investment Thesis

Edelweiss Large & Mid Cap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term gains.

Strong backing from a reputable promoter group enhances trust and stability.
Significant growth potential in digital services aligns with market trends.
Attractive valuation metrics provide a favorable entry point compared to competitors.
Diversified portfolio mitigates risks while capturing mid-cap growth.
Proven track record of performance supports investor confidence.

Opportunity vs Risk

Opportunities

Strong long-term growth potential
Diversified portfolio across sectors
Experienced fund management team
Focus on large and mid-cap stocks

Risks ⚠️

Market volatility affecting returns
High expense ratio compared to peers
Potential underperformance in downturns
Regulatory changes impacting investments

Peer Perspective

Edelweiss Large & Mid Cap Fund trades at a slight premium to peers like Axis Mutual Fund and HDFC Mid-Cap Opportunities Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.

📊 Stock Investment Checklist (100 Points)

Edelweiss Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 05:10:05

10

Business
High

The fund is invested in sectors that are adapting to future trends, but lacks a strong competitive moat.
10

Growth
High

Revenue and profit growth have been inconsistent, with fluctuations in performance.
10

Profitability
High

ROE and ROCE are average, with cash flow not consistently exceeding net profit.
10

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
8

Balance
High

Debt levels are manageable, but liquidity could be improved.
7

Governance
High

Promoter holding is decent, but there are some concerns regarding disclosures.
8

Drivers
High

There are growth catalysts, but execution risks remain significant.
5

Technicals
Good

Market sentiment is neutral, with low liquidity affecting price action.

Final Score & Verdict

Score 48 / 100 • Decent

The fund shows potential but faces challenges in growth consistency and valuation, making it a cautious investment.