Edelweiss Focused Fund - Regular Plan - Growth

Fund House: Edelweiss Mutual Fund
Category: Equity: Focused
Launch Date: 26-07-2022
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.3% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 723.96 Cr As on (31-03-2024)
Turn over: 45% | Exit Load: Exit load of 1%, if redeemed within 90 days.

14.301

22.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Edelweiss Focused Fund - Regular Plan - Growth 26-07-2022 38.37 - - - -
Invesco India Focused Fund - Growth 08-09-2020 70.63 27.74 25.99 - -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 54.68 23.46 22.85 22.12 20.17
JM Focused Fund (Regular) - Growth Option 05-03-2008 54.46 26.94 23.53 14.84 15.97
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 51.22 26.36 26.11 - -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 46.51 25.13 24.6 19.72 15.55
DSP Focus Fund - Regular Plan - Growth 10-06-2010 42.98 19.58 16.47 14.69 14.73
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 41.66 26.73 29.65 19.62 15.85
HSBC Focused Fund - Regular Growth 22-07-2020 41.35 20.47 20.42 - -
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 40.37 22.33 23.03 18.22 18.44

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.23%

Others

6.45%

Large Cap

78.75%

Mid Cap

13.57%

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