Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.34%
1 Month-12.59%
3 Months-11.83%
6 Months-8.04%
1 Year-3.15%
3 Years (CAGR)+13.30%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Aug 2022)+11.24%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.16%
3 Year SIP+2.70%
5 Year SIP—
Since Inception (Aug 2022)+5.47%
Fund Details
Fund HouseEdelweiss Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹1,057 Cr
Expense Ratio2.18%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Aug 2022
AMFI Code150382
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Edelweiss Focused Fund - Regular Plan - Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Edelweiss Focused Fund - Regular Plan - Growth is a Focused Fund mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,057 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.18%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations