Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund(IDCW)

Ticker: mf16245
Risky 48/100

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Business Overview

The Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund (IDCW) is a unique investment vehicle designed for investors seeking exposure to public sector undertakings and state development loans. This fund is ideal for those looking to diversify their portfolio with a blend of stability and growth potential. With a focus on long-term capital appreciation, it offers a balanced approach to risk and return.

  • Diversified exposure to PSU and SDL bonds
  • Ideal for conservative investors
  • Focus on long-term capital growth
  • Managed by experienced professionals
  • Transparent investment strategy

Investment Thesis

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund offers a compelling investment opportunity with strong backing from a credible promoter group. The fund is well-positioned to capitalize on the growth of digital services in India, and its attractive valuation compared to peers makes it an appealing choice for retail investors seeking stable returns.

  • Strong promoter group ensures credibility and stability.
  • Significant growth potential in India's digital services sector.
  • Attractive valuation compared to peer funds enhances investment appeal.
  • Diversified exposure to PSU and SDL securities mitigates risk.
  • Ideal for investors seeking a balanced and growth-oriented portfolio.

Opportunity vs Risk

Opportunities
  • Diversified exposure to PSU bonds
  • Potential for stable returns
  • Low expense ratio
  • Suitable for conservative investors
  • Tax benefits on long-term gains
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of underlying securities
  • Market volatility impact
  • Limited liquidity in some bonds
  • Regulatory changes affecting PSUs

Peer Perspective

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund trades at a slight premium compared to peers like SBI and HDFC, requiring improved margin stability for a potential rerating.
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund(IDCW) • Updated: 2025-10-01 02:38:01
  • 10
    Business
    High
    The fund is focused on PSU bonds, which are stable but may lack high growth potential.
  • 10
    Growth
    High
    Revenue growth is moderate, with limited profit growth consistency due to market conditions.
  • 8
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 9
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be better.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about disclosures.
  • 5
    Drivers
    Good
    Limited growth drivers and potential execution risks in the current environment.
  • 1
    Technicals
    Low
    Market sentiment is weak, with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100 • Risky
The fund presents a risky investment opportunity with limited growth potential and concerns over profitability and market sentiment.