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Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index Fund(IDCW)

Ticker: mf17422
Decent 68/100

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N
Nippon India CRISIL-IBX AAA Financial Services - Jan 2028 Index Fund(IDCW)
Score 48/100 Decent
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H
HDFC FMP-Sr 47-1269D-March 2023(Q-IDCW)
Score 48/100 Risky
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H
HDFC FMP-Sr 47-1269D-March 2023(IDCW)
Score 57/100 Decent
The stock shows decent fundamentals but lacks strong growth drivers and has some liquidity concerns.
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T
Tata Nifty Financial Services Index Fund(IDCW Payout)
Score 66/100 Decent
The Tata Nifty Financial Services Index Fund shows decent potential for growth, but investors should be cautious due to competitive pressures and execution risks.
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T
Tata Nifty Financial Services Index Fund(IDCW)
Score 66/100 Decent
The fund has a decent score reflecting stable growth and profitability, but faces challenges in execution and market competition.
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I
Invesco India - Invesco Pan European Equity FoF(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach, but investors should be cautious of its valuation and execution risks.
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A
Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious about market volatility and execution challenges.
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A
Axis Nifty SDL Sep 2026 Debt Index Fund(IDCW)
Score 48/100 Decent
The fund shows moderate potential but lacks strong growth drivers and profitability metrics.
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T
Tata Nifty Realty Index Fund(IDCW Payout)
Score 48/100 Decent
The fund shows potential in a growing sector, but faces challenges in execution and valuation.
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Tata Nifty Realty Index Fund(IDCW)
Score 68/100 Decent
The Tata Nifty Realty Index Fund shows decent potential but is hindered by sector-specific challenges and inconsistent growth metrics.
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M
Mahindra Manulife Short Duration Fund(IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
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M
Mahindra Manulife Short Duration Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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G
Groww Dynamic Bond Fund(M-IDCW)
Score 48/100 Decent
The Groww Dynamic Bond Fund shows potential but has several areas of concern that could impact future performance.
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G
Groww Dynamic Bond Fund(FN-IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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G
Groww Dynamic Bond Fund(W-IDCW)
Score 48/100 Decent
The fund shows decent potential but is hindered by execution risks and moderate profitability metrics.
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G
Groww Dynamic Bond Fund(DD-IDCW)
Score 66/100 Decent
The Groww Dynamic Bond Fund shows decent potential but faces challenges in profitability and growth drivers.
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Business Overview

The Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index Fund is designed for investors seeking stable returns through exposure to high-quality bonds from Non-Banking Financial Companies (NBFCs) and Housing Finance Companies (HFCs). This fund offers a strategic way to diversify your portfolio while minimizing risk. It matters as it provides a reliable investment avenue in the current economic climate, focusing on AAA-rated bonds which indicate strong credit quality.

  • Targeted at risk-averse investors
  • Focus on high-quality AAA-rated bonds
  • Provides diversification in fixed income
  • Potential for regular income through IDCW
  • Managed by experienced fund managers

Investment Thesis

Edelweiss CRISIL-IBX AAA Bond Index Fund offers a compelling investment opportunity with its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver stable returns in a dynamic market.

  • Backed by Edelweiss, a reputable financial services group with a strong track record.
  • Capitalizes on the growing demand for digital financial services, enhancing customer reach.
  • Valuation metrics indicate it is competitively priced against similar funds in the market.
  • Focus on AAA-rated bonds ensures lower credit risk and stable income generation.
  • Ideal for conservative investors seeking consistent returns in a volatile environment.

Opportunity vs Risk

Opportunities
  • Stable income from bond investments
  • Diversification in fixed income portfolio
  • Potential for capital appreciation
  • Low correlation with equities
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk of underlying bonds
  • Market volatility affecting NAV
  • Liquidity concerns in bond market

Peer Perspective

Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index Fund trades at a slight premium compared to peers like SBI and HDFC, with rerating potential hinging on sustained margin stability and improved credit quality.
📊 Stock Investment Checklist (100 Points)
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index Fund(IDCW) • Updated: 2025-10-01 02:38:11
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Moderate revenue growth observed, but profit consistency is a concern.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Balance sheet shows manageable debt levels but limited reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential but is hindered by several risks and moderate growth prospects.