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: 2.22% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 928.79 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 48% | Exit Load: Yes |
16.342
-0.03 (-0.1775%)
19.1%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 11.69 | 23.42 | - | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 16.8 | 28.42 | 27.13 | 33.21 | 14.48 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 15.88 | 23.71 | 21.23 | 22.84 | 11.84 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 15.39 | 23.38 | 21.69 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.09 | 30.21 | 26.36 | 28.9 | 14.53 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 14.57 | 15.69 | 14.05 | 23.71 | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 14.08 | 22.98 | 19.79 | 23.99 | 12.61 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 13.84 | 26.58 | 22.22 | 24.44 | 12.01 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 13.84 | 37.46 | 27.13 | - | - |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 13.61 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
2.3%
Large Cap
76.15%
Mid Cap
21.33%
