The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is designed for investors seeking stable returns through a blend of government securities and state development loans. Ideal for conservative investors and those looking to diversify their fixed-income portfolio, this fund aims to provide a balanced risk-reward profile. With a focus on short-duration assets, it helps mitigate interest rate risk while offering liquidity.

Invests in a mix of Gilt and SDL for stability
Ideal for conservative investors
Focus on short-duration assets
Helps mitigate interest rate risk
Provides liquidity and diversification

Investment Thesis

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund presents a compelling investment opportunity due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers, making it a prudent choice for Indian retail investors seeking stability and growth.

Promoted by Edelweiss, a reputable financial services group with a strong track record.
Digital services are expanding, enhancing the fund's operational efficiency and outreach.
Valuations are appealing compared to peer funds, offering potential for higher returns.
Focus on government securities and SDLs provides a safety net in volatile markets.
Ideal for conservative investors looking for short-duration fixed income exposure.

Opportunity vs Risk

Opportunities

Stable returns from government bonds
Diversification in fixed income portfolio
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 short duration funds

Peer Perspective

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund trades at a slight premium compared to peers like HDFC Gilt Fund and ICICI Prudential Gilt Fund, with rerating contingent on improved interest rate stability.

📊 Stock Investment Checklist (100 Points)

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund(IDCW) • Updated: 2025-10-01 02:37:39

10

Business
High

The fund operates in a stable sector with a clear investment model.
10

Growth
High

Moderate revenue growth observed, but inconsistent profit margins.
8

Profitability
High

ROE and ROCE are acceptable, but cash flow is volatile.
9

Valuation
High

Valuation metrics are reasonable compared to peers.
6

Balance
Good

Debt levels are manageable, but liquidity could be improved.
7

Governance
High

Promoter holding is strong, with adequate disclosures.
5

Drivers
Good

Limited growth catalysts identified, execution risks present.
1

Technicals
Low

Weak market sentiment and low liquidity.

Final Score & Verdict

Score 48 / 100 • Decent

The fund shows potential but carries some risks due to inconsistent growth and market sentiment.