Edelweiss Balanced Advantage Fund
Ticker: mf12484
Decent
48/100
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Business Overview
Edelweiss Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. It adjusts its asset allocation based on market conditions, offering potential for capital appreciation while managing risk. This fund is ideal for those looking to grow their wealth over time without taking on excessive volatility. With a strong track record and professional management, it stands out as a reliable choice for long-term financial goals.
- Dynamic asset allocation for risk management
- Ideal for long-term wealth creation
- Professional management by experienced fund managers
- Suitable for conservative and aggressive investors
- Focus on capital appreciation with lower volatility
Investment Thesis
Edelweiss Balanced Advantage Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. These factors position the fund as a compelling choice for investors seeking stability and growth in a dynamic market.
- Strong backing from the Edelweiss Group, enhancing trust and reliability.
- Significant growth potential in digital services catering to evolving investor needs.
- Attractive valuation metrics compared to industry peers, offering a favorable entry point.
- Diversified investment strategy balancing risk and returns effectively.
- Proven track record of performance, making it a solid long-term investment.
Opportunity vs Risk
Opportunities
- Potential for consistent returns
- Diversification across asset classes
- Professional fund management
- Tax benefits under ELSS
- Growing market for balanced funds
Risks ⚠️
- Market volatility affects returns
- Management fees can reduce gains
- Economic downturn impacts performance
- Interest rate fluctuations
- Regulatory changes in mutual funds
📊 Stock Investment Checklist (100 Points)
Edelweiss Balanced Advantage Fund • Updated: 2025-09-29 12:09:39
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are average, with operating cash flow not consistently exceeding net profit.
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8ValuationHighValuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows moderate debt levels and adequate liquidity, but reserves are not robust.
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6GovernanceGoodPromoter holding is reasonable, but there are concerns regarding pledging and transparency.
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5DriversGoodThere are some growth catalysts, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 48 / 100
• Decent
The Edelweiss Balanced Advantage Fund presents a decent investment opportunity, but investors should be cautious due to inconsistent growth and valuation concerns.