Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund

Ticker: mf13747
Decent 48/100

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Business Overview

The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund is designed for conservative investors seeking stable returns through a combination of government securities and state development loans. This fund aims to provide a balanced exposure to fixed-income instruments, making it suitable for those looking to diversify their portfolio while minimizing risks. With a focus on capital preservation, it offers a reliable investment avenue for long-term wealth creation.

  • Ideal for conservative investors
  • Balanced exposure to government securities
  • Focus on capital preservation
  • Long-term wealth creation strategy
  • Low risk and stable returns

Investment Thesis

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund offers a balanced exposure to government securities and state development loans, making it a compelling choice for risk-averse investors seeking stable returns.

  • Backed by Edelweiss, a reputable financial services group with a strong track record.
  • Digital services are poised for growth, enhancing the fund's operational efficiency.
  • Valuation metrics indicate the fund is attractively priced compared to similar offerings.
  • Focus on government securities provides a safety net during market volatility.
  • Ideal for conservative investors looking for steady income and capital preservation.

Opportunity vs Risk

Opportunities
  • Stable returns from government securities
  • Diversification with SDL exposure
  • Potential for capital appreciation
  • Low expense ratio
  • Suitable for conservative investors
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from SDLs
  • Market volatility impacts
  • Liquidity concerns
  • Limited growth compared to equities
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund • Updated: 2025-09-29 12:10:38
  • 10
    Business
    High
    The fund is in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Moderate revenue growth expected due to interest rate fluctuations.
  • 8
    Profitability
    High
    Consistent cash flow but lower ROE compared to peers.
  • 9
    Valuation
    High
    Valuation metrics are in line with industry averages.
  • 7
    Balance
    High
    Strong liquidity position but moderate debt levels.
  • 6
    Governance
    Good
    Good promoter holding with minimal pledging.
  • 5
    Drivers
    Good
    Limited growth catalysts; execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows decent potential but is subject to market volatility and interest rate risks.


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