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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹926 Cr

Lock In Period

N/A

Expense Ratio

2.23

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Edelweiss Focused Fund Growth include a ₹16.222 NAV as of Apr 28,2026 and returns since inception of 56.67%. Minimum investments start at SIP ₹100. The Edelweiss Focused Fund Growth AUM is ₹926 Cr, with a lock-in of N/A years, expense ratio of 2.23%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 7.64% returns, against a category average of 0.65% and a category best of 17.21%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.640.6517.21
6M-3.461.1964.49
1Y3.974.58137.57
3Y16.1412.40202.94

Portfolio Analysis

  • Equity: 97.80%
  • Debt: 2.20%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.6.37%
2. ICICI Bank Ltd.5.84%
3. IDFC First Bank Ltd.2.35%

1. Shriram Finance Ltd.4.73%
2. Bajaj Finance Ltd.2.84%
3. Cholamandalam Investment & Finance Company Ltd.2.08%

1. Reliance Industries Ltd.6.27%

1. Infosys Ltd.3.52%
2. Coforge Ltd.2.62%

1. Larsen & Toubro Ltd.5.60%

1. Tata Steel Ltd.5.04%

1. State Bank of India5.02%

1. Marico Ltd.4.68%

1. KEI Industries Ltd.3.80%

1. NTPC Ltd.3.80%

1. Ultratech Cement Ltd.3.29%

1. Titan Company Ltd.2.89%

1. Max Healthcare Institute Ltd.2.85%

1. Bharat Electronics Ltd.2.77%

1. TVS Motor Company Ltd.2.68%

1. Multi Commodity Exchange Of India Ltd.2.63%

1. Mankind Pharma Ltd.2.62%

1. Endurance Technologies Ltd.2.42%

1. Mahindra & Mahindra Ltd.2.34%

1. PB Fintech Ltd.2.11%

1. Vishal Mega Mart Ltd1.93%

1. LG Electronics India Ltd.1.58%

1. Trent Ltd.1.37%

About Fund

Edelweiss Focused Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹926 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.23. Under the expert guidance of Trideep Bhattacharya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Trideep Bhattacharya

Mr. Trideep Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance). Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBank of India Large Cap Fund Growth0188.17 CR2.44
This FundHDFC Dividend Yield Fund Growth05195.77 CR1.86
This FundEdelweiss Focused Fund Growth2926.1 CR2.23
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundBank of India Large Cap Fund Growth9.765956.4347
This FundHDFC Dividend Yield Fund Growth3.789656.4867
This FundEdelweiss Focused Fund Growth3.968156.6718
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Edelweiss Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Focused Fund Growth is 2.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Focused Fund Growth’s fund performance is as follows:
  • 1 Month : 7.64%
  • 6 Months : -3.46%
  • 1 Year : 3.97%
  • 3 Years : 16.14%
Returns of Edelweiss Focused Fund Growth are updated daily based on NAV of ₹ 16.222 as on Apr 28,2026. Since inception, the return has been 56.67%.

You can invest in Edelweiss Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Focused Fund Growth is ₹926 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500