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Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund(IDCW)

Ticker: mf17140
Decent 70/100

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N
Nippon India Retirement Fund-Income Generation(IDCW)
Score 68/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of execution risks and market conditions.
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E
Edelweiss Nifty Next 50 Index Fund(IDCW)
Score 56/100 Decent
The Edelweiss Nifty Next 50 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, supported by growth potential in the underlying sectors.
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I
ICICI Pru Nifty Auto Index Fund(IDCW)
Score 56/100 Decent
The ICICI Pru Nifty Auto Index Fund shows potential for growth in a transforming sector, but faces challenges in profitability and valuation.
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I
ICICI Pru Nifty Auto Index Fund(IDCW Payout)
Score 68/100 Decent
The fund is positioned well within a growing sector, but faces challenges in profitability and valuation metrics.
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K
Kotak Long Duration Fund(IDCW Payout)
Score 48/100 Decent
The Kotak Long Duration Fund shows potential but faces several challenges that could impact its performance.
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K
Kotak Long Duration Fund(IDCW)
Score 66/100 Decent
The Kotak Long Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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U
Union Equity Savings Fund(IDCW)
Score 66/100 Decent
The Union Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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U
Union Equity Savings Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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F
Franklin India G-Sec Fund(IDCW)
Score 48/100 Risky
The fund is stable but lacks growth potential, making it a risky investment in the current market environment.
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F
Franklin India G-Sec Fund(IDCW Payout)
Score 66/100 Decent
The fund is stable with decent returns but lacks significant growth potential. Suitable for conservative investors.
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N
Nippon India Nifty IT Index Fund(IDCW)
Score 56/100 Decent
The Nippon India Nifty IT Index Fund shows decent potential due to the overall strength of the IT sector, but caution is advised due to execution risks and valuation concerns.
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G
Groww Nifty EV & New Age Automotive ETF FOF(IDCW)
Score 48/100 Risky
The ETF presents a mixed outlook with potential in the EV sector but faces significant risks and challenges in execution and profitability.
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B
Bajaj Finserv Banking and PSU Fund(M-IDCW)
Score 68/100 Decent
Bajaj Finserv Banking and PSU Fund shows decent potential but faces several challenges that could impact future performance.
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B
Bajaj Finserv Banking and PSU Fund(IDCW)
Score 68/100 Decent
Bajaj Finserv Banking and PSU Fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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D
DSP World Mining Overseas Equity Omni FoF(IDCW)
Score 48/100 Risky
The fund shows potential but is hindered by growth inconsistencies and market risks.
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D
DSP World Mining Overseas Equity Omni FoF(IDCW Reinvest)
Score 48/100 Risky
The fund shows potential in a growing sector but faces significant risks and challenges that may impact performance.
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Business Overview

The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (IDCW) is a unique investment vehicle designed for conservative investors seeking stable returns. By combining government securities and state development loans, this fund offers a balanced approach to fixed income. It is ideal for those looking to diversify their portfolio while minimizing risk. With a focus on capital preservation and steady income, this fund is a smart choice for long-term financial planning.

  • Invests in government securities and state development loans
  • Designed for conservative investors
  • Offers capital preservation and steady income
  • Ideal for portfolio diversification
  • Focuses on long-term financial stability

Investment Thesis

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund presents a compelling investment opportunity. Backed by a credible promoter group, it leverages strong digital service growth while offering attractive valuations compared to peers. This fund is poised to benefit from a stable interest rate environment, making it an ideal choice for conservative investors.

  • Strong backing from Edelweiss, a reputable financial services group.
  • Digital services are expanding, enhancing operational efficiency and reach.
  • Attractive valuation compared to similar funds in the market.
  • Potential for stable returns in a low-interest-rate scenario.
  • Diversified exposure to government securities and state development loans.

Opportunity vs Risk

Opportunities
  • Stable returns from government securities
  • Diversification through SDL exposure
  • Potential tax benefits on long-term gains
  • Low expense ratio compared to peers
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from SDL investments
  • Market volatility affecting fund performance
  • Limited liquidity in some SDLs

Peer Perspective

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund trades at a slight premium compared to peers like Nippon India Gilt Fund and HDFC Gilt Fund; rerating hinges on sustained interest rate stability.
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund(IDCW) • Updated: 2025-10-01 02:37:30
  • 10
    Business
    High
    The fund is focused on government securities and SDLs, which are stable but may lack high growth potential.
  • 10
    Growth
    High
    Consistent revenue growth from interest income, but limited profit growth due to fixed income nature.
  • 10
    Profitability
    High
    Stable cash flows but lower ROE compared to equity funds.
  • 10
    Valuation
    High
    Valuation metrics are reasonable for fixed income but not comparable to equity.
  • 8
    Balance
    High
    Strong balance sheet with low debt levels.
  • 7
    Governance
    High
    Good governance practices but needs to ensure transparency in disclosures.
  • 5
    Drivers
    Good
    Limited growth drivers; primarily influenced by interest rate movements.
  • 3
    Technicals
    Low
    Low liquidity and momentum in the current market.
Final Score & Verdict
Score 70 / 100 • Decent
The fund is a decent option for conservative investors looking for stable income, but it lacks growth potential compared to equity investments.