Edelweiss NIFTY Large Mid Cap 250 Index Fund(IDCW)
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Business Overview
Edelweiss NIFTY Large Mid Cap 250 Index Fund (IDCW) is designed for investors seeking exposure to a diversified portfolio of large and mid-cap stocks in India. This fund tracks the NIFTY Large Mid Cap 250 Index, offering a balanced approach to equity investment. Ideal for those looking to invest in growth-oriented companies while mitigating risks through diversification, it plays a crucial role in wealth creation over the long term.
- Diversified exposure to large and mid-cap stocks
- Tracks the NIFTY Large Mid Cap 250 Index
- Ideal for long-term wealth creation
- Mitigates risks through broad market representation
- Managed by experienced professionals
Investment Thesis
Edelweiss NIFTY Large Mid Cap 250 Index Fund offers a compelling investment opportunity due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's economic growth and evolving market dynamics.
- Strong backing from Edelweiss Group, ensuring credibility and trust.
- Significant growth potential in digital services sector, driving future returns.
- Attractive valuation metrics compared to peer funds, enhancing investment appeal.
- Diversified exposure to large and mid-cap stocks, reducing risk.
- Aligned with India's economic growth trajectory, promising long-term gains.
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10BusinessHighThe fund is invested in a diversified portfolio of large and mid-cap stocks, which are generally considered future-ready.
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10GrowthHighThe fund has shown consistent revenue and profit growth, aligning with the overall market trends.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF vs Net Profit shows some volatility.
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8ValuationHighValuation metrics like P/E and P/B are competitive compared to peers.
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7BalanceHighThe fund maintains a reasonable debt/equity ratio and liquidity.
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6GovernanceGoodPromoter holding is stable, but there are some concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.