Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund
Ticker: mf13116
Decent
48/100
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Business Overview
The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund is designed for investors seeking stable returns through a mix of government securities and state development loans. This fund is ideal for conservative investors looking to safeguard their capital while earning fixed income. It matters because it offers a balanced approach to debt investment, minimizing risk while providing potential for growth. With a focus on long-term stability, it aligns well with the financial goals of risk-averse individuals.
- Invests in government securities and SDLs
- Ideal for conservative investors
- Focus on long-term capital preservation
- Offers stable returns with lower risk
- Managed by experienced professionals
Investment Thesis
The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to deliver stable returns in a volatile market.
- Backed by Edelweiss, a reputable financial services group with a strong track record.
- Digital services are expanding, enhancing operational efficiency and customer reach.
- Valuation metrics indicate an attractive entry point compared to similar funds.
- Focus on gilt and SDL provides a balanced risk-return profile.
- Ideal for conservative investors seeking steady long-term growth.
Opportunity vs Risk
Opportunities
- Stable returns from government bonds
- Diversification in fixed income portfolio
- Long-term investment horizon
- Potential for capital appreciation
- Inflation protection through SDLs
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from SDL issuers
- Market volatility affecting bond prices
- Liquidity concerns in secondary market
- Regulatory changes impacting funds
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund • Updated: 2025-09-29 12:10:28
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10BusinessHighThe fund is focused on government securities which are generally stable but lack a significant moat.
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5GrowthGoodGrowth is limited as it primarily invests in fixed income securities with predictable returns.
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8ProfitabilityHighReturns are consistent but low compared to equities; OCF is stable.
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7ValuationHighValuation metrics are reasonable for fixed income but not compelling.
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9BalanceHighStrong balance sheet with low debt levels; liquidity is adequate.
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6GovernanceGoodPromoter holding is stable, but disclosures could be improved.
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2DriversLowLimited growth drivers; primarily influenced by interest rate movements.
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1TechnicalsLowMarket sentiment is cautious; low trading volume.
Final Score & Verdict
Score 48 / 100
• Decent
The fund offers stable returns but lacks significant growth potential and is sensitive to interest rate changes.