Edelweiss Focused Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Focused funds is 71.80% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 7.82% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 49.75% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.33% | -0.49% |
| 2 Year Return | 41.84% | 12.96% |
| 3 Year Return | N/A | 36.20% |
| 4 Year Return | N/A | 55.44% |
| 5 Year Return | N/A | 71.80% |
| 6 Year Return | N/A | 112.35% |
| 7 Year Return | N/A | 136.56% |
| Expense Ratio | 0.65% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
7.82%
|
|
| 2 | Finance - Banks - Private Sector |
5.78%
|
|
| 3 | Industrials |
5.58%
|
|
| 4 | Energy |
5.41%
|
|
| 5 | Consumer Staples |
4.91%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
4.49%
|
|
| 7 | Iron & Steel |
4.42%
|
|
| 8 | Pharmaceuticals |
3.97%
|
|
| 9 | Industrials |
3.77%
|
|
| 10 | Financials |
3.60%
|
|
| 11 | Non-Banking Financial Company (NBFC) |
3.59%
|
|
| 12 | Utilities |
3.43%
|
AMC: EDELWEISS
Category: Equity • Focused
Launch Date: 12 Jul 2022
Fund Manager: Mr. Trideep Bhattacharya
Minimum Purchase: ₹100
Exit Load: If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00% If the units are redeemed /switched out after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Edelweiss Focused 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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