- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Focused Fund Transfer (PIDCW-A)
Formerly Edelweiss Focused Equity Reg IDCW-T
Edelweiss Focused Fund Transfer (PIDCW-A)
₹ 14.062
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.062
NAV (Apr 22)
Fund Returns
Last 1Y | 38.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21.9% |
6 Month CAGR | 20.2% |
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 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 | 723.957 |
ISIN | INF754K01OO4 |
Lock-in | No Lock-in |
Benchmark | 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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Focused Fund Transfer (PIDCW-A) | 20,46,050 | 13,13,438 | 38.1% | |
| 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
icici bank ltd
8%larsen & toubro ltd
6.7%tata consultancy services ltd
6.2%hdfc bank ltd
5.9%reliance industries ltd
5.7%Allocation by Sector
financial services
27.3%industrials
19.7%technology
14.7%consumer cyclical
14.1%energy
5.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 5.2% | ||
- | 5.5% | ||
5.8% | 7.2% | ||
5.8% | 7.2% | ||
5.6% | 5.2% |
Edelweiss Focused Fund Transfer (PIDCW-A) Review
Edelweiss Focused Fund Transfer (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 21.9% over a period of 1 years. The fund was previously known as Edelweiss Focused Equity Reg IDCW-T. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Amit Vora, Sumanta Khan, Trideep Bhattacharya.
Nav of Edelweiss Focused Fund Transfer (PIDCW-A) as of 4/22/2024 is ₹14.06 with the total AUM as of 4/23/2024 is ₹723.957. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Focused Fund Transfer (PIDCW-A) was launched on Aug 01, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss Focused Fund Transfer (PIDCW-A) 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 Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A) is rated as a 0 fund in Equity and delivered 38.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Focused Fund Transfer (PIDCW-A).
Frequently Asked Questions
What is Edelweiss Focused Fund Transfer (PIDCW-A)?
How to invest in Edelweiss Focused Fund Transfer (PIDCW-A)?
You can invest in Edelweiss Focused Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?
The minimum sip amount for Edelweiss Focused Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Edelweiss Focused Fund Transfer (PIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss Focused Fund Transfer (PIDCW-A) is a Not Reviewed Yet fund. You can investEdelweiss Focused Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?
The expense ratio of the Edelweiss Focused Fund Transfer (PIDCW-A) is 2.3% for regular plan.