Edelweiss Multi Asset Allocation Fund
Ticker: mf12861
Decent
48/100
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Business Overview
Edelweiss Multi Asset Allocation Fund is a diversified investment solution designed for investors seeking balanced growth across various asset classes. Ideal for those looking to mitigate risks while maximizing returns, this fund strategically allocates investments in equities, fixed income, and commodities. It matters because it offers a professional management approach to asset allocation, helping investors navigate market volatility with ease. With a focus on long-term wealth creation, this fund is suitable for both seasoned and new investors aiming for financial stability and growth.
- Diversified investment across multiple asset classes
- Professional management for optimal asset allocation
- Mitigates risks while aiming for higher returns
- Suitable for both new and experienced investors
- Focus on long-term wealth creation
- Helps navigate market volatility effectively
Investment Thesis
Edelweiss Multi Asset Allocation Fund stands out due to its credible promoter group and robust growth in digital services. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking diversified exposure in a dynamic market.
- Backed by a strong and reputable promoter group, ensuring trust and stability.
- Significant growth potential in digital services, tapping into the evolving investor landscape.
- Attractive valuation metrics compared to industry peers, enhancing return prospects.
- Diversified asset allocation strategy mitigates risks while maximizing potential gains.
- Proven track record of performance, instilling confidence in long-term investors.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady long-term returns
- Hedge against market volatility
- Professional fund management expertise
- Access to various sectors and opportunities
Risks ⚠️
- Market fluctuations can impact returns
- Management fees may reduce profits
- Economic downturns affect performance
- Liquidity risks in certain assets
- Regulatory changes could impact operations
Peer Perspective
Edelweiss Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Multi Asset Fund; a sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Edelweiss Multi Asset Allocation Fund • Updated: 2025-09-29 14:39:27
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10BusinessHighThe fund operates in a diversified investment space but lacks a clear moat.
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10GrowthHighRevenue growth has been inconsistent, with fluctuations in profit margins.
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10ProfitabilityHighROE and ROCE are moderate, but OCF has shown variability.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.