Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Ticker: mf13072
Risky 48/100

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Business Overview

Edelweiss Nifty Midcap150 Momentum 50 Index Fund is designed for investors looking to harness the growth potential of midcap stocks in India. This fund tracks the Nifty Midcap 150 Momentum 50 Index, focusing on companies with strong momentum, making it ideal for those seeking capital appreciation. It offers a diversified portfolio, reducing individual stock risk while providing exposure to high-performing midcap stocks. With a systematic investment approach, this fund is perfect for investors aiming for long-term wealth creation.

  • Focuses on high-performing midcap stocks
  • Tracks the Nifty Midcap 150 Momentum 50 Index
  • Ideal for long-term capital appreciation
  • Diversified portfolio to mitigate risks
  • Suitable for growth-oriented investors

Investment Thesis

Edelweiss Nifty Midcap150 Momentum 50 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 capitalize on the midcap momentum, making it an appealing choice for retail investors.

  • Strong backing from the Edelweiss Group, enhancing trust and stability.
  • Digital services sector poised for exponential growth, benefiting midcap companies.
  • Attractive valuation metrics compared to peer funds, indicating potential for upside.
  • Focus on momentum investing aligns with current market trends.
  • Diversified exposure to high-growth midcap stocks, reducing individual stock risk.
📊 Stock Investment Checklist (100 Points)
Edelweiss Nifty Midcap150 Momentum 50 Index Fund • Updated: 2025-09-29 12:12:27
  • 10
    Business
    High
    The fund focuses on midcap stocks which are in sectors with growth potential, but lacks a clear moat.
  • 10
    Growth
    High
    Midcap stocks in the fund have shown inconsistent revenue and profit growth.
  • 10
    Profitability
    High
    ROE and ROCE are average compared to peers, with cash flow being inconsistent.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are slightly above average for the sector.
  • 7
    Balance
    High
    The fund has a moderate debt/equity ratio, but liquidity is a concern.
  • 5
    Governance
    Good
    Promoter holding is decent, but there are concerns regarding pledging.
  • 3
    Drivers
    Low
    Limited growth catalysts and execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund presents a risky investment opportunity due to inconsistent growth and profitability metrics, along with governance concerns.


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