Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund
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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
- Stable returns from government securities
- Diversification with SDL exposure
- Potential for capital appreciation
- Low expense ratio
- Suitable for conservative investors
- Interest rate fluctuations
- Credit risk from SDLs
- Market volatility impacts
- Liquidity concerns
- Limited growth compared to equities
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10BusinessHighThe fund is in a stable sector with a clear investment model.
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10GrowthHighModerate revenue growth expected due to interest rate fluctuations.
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8ProfitabilityHighConsistent cash flow but lower ROE compared to peers.
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9ValuationHighValuation metrics are in line with industry averages.
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7BalanceHighStrong liquidity position but moderate debt levels.
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6GovernanceGoodGood promoter holding with minimal pledging.
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5DriversGoodLimited growth catalysts; execution risks present.
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1TechnicalsLowWeak market sentiment and low liquidity.