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  • Edelweiss Mutual Fund
  • Edelweiss Focused Fund (G)
Edelweiss Mutual Funds

Edelweiss Focused Fund (G)

EquityFocused

16.843

NAV (Oct 03)

26.968%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

16.843

NAV (Oct 3)

Fund Returns

Last 1Y
42%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
27%
6 Month CAGR
18.4%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments of upto 30 companies across market capitalisation.

Expense Ratio
2.24
Launched (0y ago)
2.24
AUM in Crores
912.3
ISIN
INF754K01OL0
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Amit Vora

Fund Manager

Raj Koradia

Fund Manager

Sumanta Khan

Fund Manager

Trideep Bhattacharya

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 (G)70%23,07,058 15,74,44642%
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 2023-12-21

Top Stock Holdings

ICICI Bank Ltd.

7.4%
7.35%

HDFC Bank Ltd.

6.6%
6.62%

Infosys Ltd.

5.7%
5.74%

Larsen & Toubro Ltd.

5.6%
5.59%

Trent Ltd.

5.4%
5.36%
See all holdings

Allocation by Sector

Financial

24.22%
24.22%

Capital Goods

12.28%
12.28%

Technology

10.8%
10.8%

Services

9.41%
9.41%

Energy

8.07%
8.07%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Edelweiss Mutual Fund

Edelweiss Asset Management Company was established in August 2008. They manage a total AUM of Rs. 11,841 invested in over 84 schemes with over 11 distribution centres accross the Country. They offer various products in equity,debt and liquid categories.amc-img
phone-img+91 22 4093 3400
Fund NameScripbox Opinion
Till Date CAGR

-

6.493%

6.425%

5.93%

6.407%

7.597%

11.566%

16.655%

12.541%

11.361%

Edelweiss Focused Fund (G) Review

Edelweiss Focused Fund (G) is a Equity Equity fund and has delivered an annualised return of 26.968% over a period of 2 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Amit Vora, Raj Koradia, Sumanta Khan, Trideep Bhattacharya.

Nav of Edelweiss Focused Fund (G) as of 10/3/2024 is ₹16.84 with the total AUM as of 10/4/2024 is ₹912.3118. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Focused Fund (G) was launched on 2022-07-29. The category risk of the fund is null.

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 Total Return Index.

Edelweiss Focused Fund (G) is rated as a null fund in Equity and delivered 42.039% 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 Equity 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 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 2.24% for regular plan.