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  • Edelweiss Mutual Funds
  • Edelweiss Focused Fund (Growth)

Formerly Edelweiss Focused Equity Reg Gr

Edelweiss Mutual Funds

Edelweiss Focused Fund (Growth)

EquityDiversified

15.772

NAV (Jun 14)

27.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.772

NAV (Jun 14)

Fund Returns

Last 1Y
40.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
27.4%
6 Month CAGR
20.5%

Scheme Information

Investment Objective

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 Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio
2.3
Launched (2y ago)
Aug 01, 2022
AUM in Crores
779.625
ISIN
INF754K01OL0
Lock-in
No Lock-in
Benchmark
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
Fund Managers

Sumanta Khan

Fund Manager

Trideep Bhattacharya

Fund Manager

Amit Vora

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Focused Fund (Growth)70%21,94,013 14,61,40140.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-14

Top Stock Holdings

icici bank ltd

7.6%
7.6%

hdfc bank ltd

7%
7%

larsen & toubro ltd

6%
6%

trent ltd

5.7%
5.7%

tata consultancy services ltd

5.5%
5.5%
See all holdings

Allocation by Sector

financial services

27.2%
27.2%

industrials

22.6%
22.6%

consumer cyclical

13.8%
13.8%

technology

11.6%
11.6%

basic materials

5.1%
5.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 22,620 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 98,143 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.3%

5.3%

5.6%

7.3%

-

5.7%

5.6%

7.3%

5.3%

5.3%

Edelweiss Focused Fund (G) Review

Edelweiss Focused Fund (G) is a Diversified Equity fund and has delivered an annualised return of 27.6% over a period of 1 years. The fund was previously known as Edelweiss Focused Equity Reg Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Amit Vora, Sumanta Khan, Trideep Bhattacharya.

Nav of Edelweiss Focused Fund (G) as of 6/14/2024 is ₹15.77 with the total AUM as of 6/16/2024 is ₹779.625. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Focused 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 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 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 Nifty 500 TR INR.

Edelweiss Focused Fund (G) is rated as a 0 fund in Equity and delivered 40.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Focused Fund (G).

Frequently Asked Questions

What is Edelweiss Focused Fund (G)?

Edelweiss Focused Fund (G) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Focused Fund (G)?

You can invest in Edelweiss Focused 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 Fund (G)?

The minimum sip amount for Edelweiss Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss Focused Fund (G) good to invest in?

As per Scripbox experts, Edelweiss Focused Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Focused 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 Fund (G)?

The expense ratio of the Edelweiss Focused Fund (G) is 2.3% for regular plan.