- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Focused Equity Fund (Growth)
Edelweiss Focused Equity Fund (Growth)
₹ 11.873
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.873
NAV (Sep 29)
Fund Returns
Last 1Y | 20.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 15.9% |
6 Month CAGR | 18.6% |
Scheme Information
The investment objective of the fund is to generate long term capital appreciation by investing in equity and equity related instruments of upto 30 companies across market capitalisation. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Expense Ratio | 2.35 |
Launched (1y ago) | Aug 01, 2022 |
AUM in Crores | 587.746 |
ISIN | INF754K01OL0 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Focused Equity Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
8.9%icici bank ltd
7.9%tata consultancy services ltd shs dematerialised
6.8%larsen & toubro ltd
5.8%reliance industries ltd
5.4%Allocation by Sector
financial services
28.9%industrials
21.7%technology
12.9%consumer cyclical
9.8%consumer defensive
6.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 4.8% | ||
5.9% | 7.2% | ||
- | 4.9% | ||
5.9% | 7.2% | ||
- | 4.9% |
Edelweiss Focused Equity Fund (G) Review
Edelweiss Focused Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of 15.9% over a period of 1 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Abhishek Gupta, Trideep Bhattacharya.
Nav of Edelweiss Focused Equity Fund (G) as of 9/29/2023 is ₹11.87 with the total AUM as of 10/3/2023 is ₹587.746. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Focused Equity Fund (G) was launched on Aug 01, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Edelweiss Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Edelweiss Focused Equity Fund (G) is rated as a 0 fund in Equity and delivered 20.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Focused Equity Fund (G).
Frequently Asked Questions
What is Edelweiss Focused Equity Fund (G)?
How to invest in Edelweiss Focused Equity Fund (G)?
You can invest in Edelweiss Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Edelweiss Focused Equity Fund (G)?
The minimum sip amount for Edelweiss Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Focused Equity Fund (G) good to invest in?
As per Scripbox experts, Edelweiss Focused Equity Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Focused Equity Fund (G)?
The expense ratio of the Edelweiss Focused Equity Fund (G) is 2.35% for regular plan.