Edelweiss Low Duration Fund
Ticker: mf13254
Decent
68/100
☆ Add to Watchlist
More Options
B
Bank of India Mid Cap Fund
The Bank of India Mid Cap Fund shows decent potential for growth, but investors should be cautious due to competitive pressures and execution risks.
View details
M
Mahindra Manulife Multi Asset Allocation Fund
The fund shows potential with a diversified approach but faces challenges in profitability and market sentiment.
View details
B
Bajaj Finserv Consumption Fund
Bajaj Finserv Consumption Fund shows potential for growth but faces challenges in profitability and valuation. Investors should be cautious.
View details
N
Navi Nifty Bank Index Fund
The Navi Nifty Bank Index Fund shows decent potential with a stable growth outlook, but investors should be cautious of execution risks and market competition.
View details
U
UTI Gilt Fund
UTI Gilt Fund presents a decent investment opportunity, but investors should be cautious of potential risks and market conditions.
View details
A
Axis Gilt Fund
The Axis Gilt Fund shows potential for moderate returns but carries some risks that need to be monitored closely.
View details
H
HSBC Income Plus Arbitrage Active FOF
The fund shows potential but faces challenges in growth and profitability metrics. Investors should proceed with caution.
View details
B
Bandhan Transportation and Logistics Fund
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
View details
B
Bank of India Mfg & Infra Fund
The fund shows potential in a growing sector but faces significant risks and inconsistencies in performance.
View details
M
Motilal Oswal Nifty Bank Index Fund
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
View details
A
Aditya Birla SL ESG Integration Strategy Fund
The fund shows decent potential with a solid growth trajectory and manageable risks, but investors should remain cautious about execution challenges.
View details
L
LIC MF Small Cap Fund
The LIC MF Small Cap Fund shows decent potential with consistent growth, but faces challenges in profitability and valuation compared to peers.
View details
K
Kotak Quant Fund
The Kotak Quant Fund shows decent potential with consistent growth and profitability metrics, but some execution risks need to be monitored.
View details
M
Motilal Oswal Ultra Short Term Fund
The fund shows decent potential but faces challenges in profitability and valuation. Investors should proceed with caution.
View details
A
Aditya Birla SL CRISIL IBX Gilt Apr 2029 Index Fund
The Aditya Birla SL CRISIL IBX Gilt Apr 2029 Index Fund offers stability but lacks growth potential, making it suitable for conservative investors seeking fixed income exposure.
View details
S
SBI FMP-67-1467D
The stock presents several risks with inconsistent growth and weak market sentiment, making it a risky investment.
View details
Business Overview
The Edelweiss Low Duration Fund is designed for investors seeking stable returns with moderate risk. Ideal for those looking to park their money for a short to medium term, this fund focuses on high-quality debt instruments. It aims to provide better liquidity while managing interest rate risk effectively. With a professional management team and a disciplined investment strategy, it stands out as a reliable option for conservative investors.
- Targeted at short to medium-term investors
- Invests in high-quality debt instruments
- Aims for stable and predictable returns
- Managed by experienced professionals
- Focuses on liquidity and interest rate management
Investment Thesis
Edelweiss Low Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking stable returns in a dynamic market.
- Backed by the reputable Edelweiss Group, ensuring trust and reliability.
- Significant growth in digital services enhances operational efficiency and investor accessibility.
- Valuation metrics indicate a favorable position relative to competing funds.
- Focus on low-duration assets mitigates interest rate risk, appealing to conservative investors.
- Strong historical performance underscores the fund's resilience and management expertise.
Opportunity vs Risk
Opportunities
- Potential for stable returns
- Low interest rate environment
- Diversified bond portfolio
- Suitable for conservative investors
- Tax benefits on long-term gains
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bond issuers
- Market volatility impact
- Liquidity concerns in low duration
- Regulatory changes affecting funds
Peer Perspective
Edelweiss Low Duration Fund trades at a slight premium compared to peers like HDFC Low Duration Fund and Axis Low Duration Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Edelweiss Low Duration Fund • Updated: 2025-09-29 14:38:56
-
10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is strong, but there are concerns about transparency.
-
5DriversGoodLimited growth catalysts identified, with some execution risks.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Edelweiss Low Duration Fund presents a decent investment opportunity, but investors should be cautious due to potential risks in profitability and valuation.