Edelweiss Large & Mid Cap Fund
Ticker: mf12711
Decent
66/100
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Business Overview
Edelweiss Large & Mid Cap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance growth potential with stability, this fund aims to leverage India's economic growth. It matters because it provides exposure to high-quality companies while managing risks effectively, making it suitable for both new and seasoned investors.
- Focuses on large and mid-cap stocks
- Aims for long-term capital growth
- Diversified portfolio to manage risk
- Ideal for growth-oriented investors
- Backed by experienced fund management team
Investment Thesis
Edelweiss Large & Mid Cap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund for significant long-term gains, making it an appealing choice for Indian retail investors.
- Strong promoter group with a proven track record enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers offers a favorable entry point.
- Diversified portfolio mitigates risks while capitalizing on mid-cap growth.
- Consistent performance history underscores reliability for long-term investors.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diverse portfolio across sectors
- Experienced fund management team
- Rising demand for mid-cap stocks
Risks ⚠️
- Market volatility affecting returns
- Economic slowdown impacts performance
- High expense ratio compared to peers
- Regulatory changes in mutual funds
Peer Perspective
Edelweiss Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC and ICICI, necessitating consistent margin stability and growth acceleration for a potential rerating in the current market.
📊 Stock Investment Checklist (100 Points)
Edelweiss Large & Mid Cap Fund • Updated: 2025-09-29 14:38:33
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly below net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Edelweiss Large & Mid Cap Fund shows decent potential with consistent growth and a solid business model, but there are some risks related to governance and execution that need to be monitored.