Edelweiss Consumption Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is MAHINDRA AND MAHINDRA LTD with a portfolio weight of 8.12% .
The fund currently owns more than 48 stocks.
The top 10 holdings account for 45.92% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.38% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.70% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
8.12%
|
|
| 2 | Consumer Discretionary |
5.96%
|
|
| 3 | E-Commerce/E-Retail |
5.30%
|
|
| 4 | Communication Services |
5.28%
|
|
| 5 | Consumer Discretionary |
4.93%
|
|
| 6 | Consumer Staples |
4.00%
|
|
| 7 | Materials |
3.50%
|
|
| 8 | Consumer Staples |
3.47%
|
|
| 9 | Auto - 2 & 3 Wheelers |
2.87%
|
|
| 10 | Consumer Discretionary |
2.49%
|
|
| 11 | Consumer Staples |
2.36%
|
|
| 12 | Food Processing & Packaging |
2.34%
|
AMC: EDELWEISS
Category: Equity • Sectoral/Thematic
Launch Date: 31 Jan 2025
Fund Manager: Mr. Dhruv Bhatia
Minimum Purchase: ₹100
Exit Load: If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV. If the units are redeemed /switched out after 90 days from the date of allotment - NIL
Lock-in: 1
Risk: Moderate Risk
Edelweiss Consumption Fund - Direct Plan is managed by EDELWEISS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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