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Focused Fund

Edelweiss Focused Fund · Direct · Growth

Edelweiss Mutual Fund

NAV

₹17.8920

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+5.28%
3Y
+14.33%
5Y
Since Inception
+15.67%

SIP returns (XIRR)

1Y
+6.01%
3Y
+9.17%
5Y
Since Inception
+12.45%

Performance Comparison

Sectoral allocation

as of 30 Jun 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryFocused Fund
Launch Date01 Aug 2022
AMFI Code150376
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadIf the Units are redeemed or switched out on or before 365 days fromthe date of allotment 1.00% If the Units are redeemed or switched out after 365 days from the date of allotment Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with Edelweiss Focused Fund - Regular Plan - Growth

Holding% NAV
  1. 1Icici Bank Ltd.7.59%
  2. 2Hdfc Bank Ltd.6.24%
  3. 3Larsen & Toubro Ltd.5.95%
  4. 4Reliance Industries Ltd.5.43%
  5. 5Marico Ltd.4.78%
  6. 6Kei Industries Ltd.4.59%
  7. 7Shriram Finance Ltd.4.53%
  8. 8Tata Steel Ltd.4.44%
  9. 9Mankind Pharma Ltd.4.15%
  10. 10Ntpc Ltd.3.57%
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Investment Objective

Edelweiss Focused Fund · Direct · 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 · Direct · Growth is a Focused Fund mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 4 years.

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
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