Edelweiss Focused Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Edelweiss Focused Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹1,008 Cr
N/A
2.23
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.
NIfty 500 Total Return
Edelweiss Focused Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.50 | -1.03 | 10.02 |
| 6M | -3.01 | 1.10 | 64.49 |
| 1Y | -0.58 | 3.47 | 137.57 |
| 3Y | 13.27 | 11.57 | 202.94 |
Portfolio Analysis
- Equity: 97.42%
- Debt: 2.58%
- Others
About Fund Edelweiss Focused Fund Growth
Edelweiss Focused Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,008 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| WhiteOak Capital Large Cap Fund Growth | 1 | 1170.63 CR | 2.21 |
| Edelweiss Focused Fund Growth | 1 | 1007.65 CR | 2.23 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Large Cap Fund Growth | -1.2402 | 44.705 |
| This FundEdelweiss Focused Fund Growth | -0.5799 | 45.3124 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
Edelweiss Focused Fund Growth FAQs
- 1 Month : 4.50%
- 6 Months : -3.01%
- 1 Year : -0.58%
- 3 Years : 13.27%
