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Edelweiss Small Cap Fund(IDCW)

Ticker: mf14969
Decent 68/100

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D
DSP Banking & PSU Debt Fund(Q-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and profitability. Caution is advised.
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D
DSP Banking & PSU Debt Fund(M-IDCW Reinv)
Score 48/100 Risky
The fund presents several risks with limited growth potential and profitability concerns.
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D
DSP Banking & PSU Debt Fund(IDCW-Reinv)
Score 48/100 Decent
The fund operates in a stable sector with moderate growth potential, but faces challenges in profitability and market sentiment.
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D
DSP Banking & PSU Debt Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and profitability.
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D
DSP Banking & PSU Debt Fund(M-IDCW)
Score 68/100 Decent
The fund shows moderate potential with some risks, particularly in growth and profitability metrics.
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D
DSP Banking & PSU Debt Fund(W-IDCW)
Score 72/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics.
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D
DSP Banking & PSU Debt Fund(DD-IDCW)
Score 48/100 Risky
The fund shows potential but is hindered by inconsistent growth and profitability metrics, making it a risky investment.
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D
DSP Banking & PSU Debt Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and valuation metrics.
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U
UTI Large & Mid Cap Fund(IDCW)
Score 68/100 Decent
The UTI Large & Mid Cap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
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S
SBI Infrastructure Fund(IDCW-Payout)
Score 68/100 Decent
The SBI Infrastructure Fund shows potential in the infrastructure sector but faces challenges in profitability and execution risks. Caution is advised.
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S
SBI Infrastructure Fund(IDCW)
Score 66/100 Decent
The SBI Infrastructure Fund shows decent potential, but investors should be cautious due to execution risks and market conditions.
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A
Aditya Birla SL Small Cap Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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A
Aditya Birla SL Small Cap Fund(IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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S
SBI Technology Opp Fund(IDCW-Payout)
Score 66/100 Decent
The fund shows potential in the technology sector but faces challenges in growth consistency and valuation metrics.
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S
SBI Technology Opp Fund(IDCW)
Score 56/100 Decent
The SBI Technology Opp Fund shows potential but faces challenges in consistency and valuation. Investors should proceed with caution.
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B
BHARAT Bond FOF - April 2031 -(IDCW)
Score 58/100 Decent
The Bharat Bond FOF - April 2031 presents a decent investment opportunity, but investors should be cautious due to liquidity concerns and limited growth drivers.
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Business Overview

Edelweiss Small Cap Fund (IDCW) is designed for investors looking to capitalize on the growth potential of small-cap companies in India. This fund focuses on identifying high-potential businesses that can deliver significant returns over the long term. With a diversified portfolio, it aims to mitigate risks while maximizing growth opportunities. Ideal for risk-tolerant investors, this fund is a great choice for those seeking to enhance their equity exposure with a focus on emerging market leaders.

  • Focuses on high-growth small-cap companies
  • Diversified portfolio to mitigate risks
  • Ideal for long-term investors
  • Aims for significant capital appreciation
  • Managed by experienced professionals

Investment Thesis

Edelweiss Small Cap Fund presents a compelling investment opportunity due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the burgeoning small-cap sector, making it an appealing choice for retail investors seeking growth.

  • Strong promoter group with a proven track record enhances investor confidence.
  • Significant growth runway in digital services aligns with market trends.
  • Attractive valuation compared to peers offers a margin of safety.
  • Focus on small-cap stocks taps into high-growth potential segments.
  • Diversification benefits within the fund mitigate sector-specific risks.

Peer Perspective

Edelweiss Small Cap Fund trades at a slight premium compared to peers like Nippon India Small Cap Fund and SBI Small Cap Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Edelweiss Small Cap Fund(IDCW) • Updated: 2025-10-01 02:41:05
  • 10
    Business
    High
    The sector shows potential but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuations in profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages, with cash flow issues.
  • 8
    Valuation
    High
    Valuation metrics are higher compared to peers, indicating potential overvaluation.
  • 6
    Balance
    Good
    Moderate debt levels with adequate liquidity but limited reserves.
  • 7
    Governance
    High
    Promoter holding is decent, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised.