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  • Edelweiss Focused Equity Fund (Growth)
Edelweiss Mutual Funds

Edelweiss Focused Equity Fund (Growth)

EquityDiversified

10.704

NAV (Dec 02)

7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.704

NAV (Dec 2)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

7%

6 Month CAGR

NA

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

Expense Ratio

2.45

Launched (0y ago)

Aug 01, 2022

AUM in Crores

461.036

ISIN

INF754K01OL0

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

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

Trideep Bhattacharya

Fund Manager

Abhishek Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

8.4%
8.4%

infosys ltd

6.4%
6.4%

hdfc bank ltd

5.7%
5.7%

axis bank ltd

5.3%
5.3%

clearing corporation of india ltd.

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

35.6%
35.6%

industrials

15.6%
15.6%

consumer cyclical

13.9%
13.9%

technology

8.1%
8.1%

consumer defensive

5%
5%
See all sectors

Compare Edelweiss Focused Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.1%

    10.5%

    21.4%

    12.3%

    5.7%

    10.1%

    4.1%

    5.8%

    9.2%

    4.6%

    Edelweiss Focused Equity Fund (G) Review

    Edelweiss Focused Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of 7% over a period of 0 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 12/2/2022 is ₹10.70 with the total AUM as of 12/5/2022 is ₹461.036. 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 ₹0 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 null% 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)?

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

    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 ₹0. 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 2.45% for regular plan.