Edelweiss Focused Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Edelweiss Focused Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,051 Cr

Lock In Period

N/A

Expense Ratio

2.29

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.

Benchmark

NIfty 500 Total Return

Edelweiss Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.54-0.412.98
6M6.374.4433.95
1Y-1.634.5728.06
3Y11.2714.6180.26

Portfolio Analysis

  • Equity: 98.90%
  • Debt: 1.10%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd.7.87%
2. HDFC Bank Ltd.5.44%
3. IDFC First Bank Ltd.3.00%
4. The Federal Bank Ltd.2.89%

1. Shriram Finance Ltd.4.73%
2. Bajaj Finance Ltd.3.30%

1. Coforge Ltd.3.56%
2. Infosys Ltd.2.82%

1. Reliance Industries Ltd.5.25%

1. Larsen & Toubro Ltd.5.18%

1. Marico Ltd.4.60%

1. KEI Industries Ltd.4.31%

1. Tata Steel Ltd.4.27%

1. Mankind Pharma Ltd.3.86%

1. Multi Commodity Exchange Of India Ltd.3.44%

1. Titan Company Ltd.3.29%

1. NTPC Ltd.3.21%

1. State Bank of India3.17%

1. Mahindra & Mahindra Ltd.3.10%

1. TVS Motor Company Ltd.3.05%

1. Endurance Technologies Ltd.2.76%

1. Max Healthcare Institute Ltd.2.72%

1. Bharat Electronics Ltd.2.53%

1. PB Fintech Ltd.2.44%

1. Ultratech Cement Ltd.1.99%

1. Vishal Mega Mart Ltd1.78%

1. Trent Ltd.1.73%

1. LG Electronics India Ltd.1.64%
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About Fund Edelweiss Focused Fund Growth

Edelweiss Focused Fund Growth managed by Edelweiss Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,051 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.29. 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
360 One Focused Fund Growth36,800 CR2.16
JM Focused Fund Growth3292 CR2.92
Edelweiss Focused Fund Growth11,050 CR2.29
Invesco India Focused Fund Growth46,453 CR1.94
Fund Name1Y3Y
This Fund360 One Focused Fund Growth2.688536.5269
This FundJM Focused Fund Growth-0.141237.0841
This FundEdelweiss Focused Fund Growth-1.631237.7729
This FundInvesco India Focused Fund Growth2.063773.3809

Edelweiss Focused Fund Growth 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 2.29. 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 : -4.54%
  • 6 Months : 6.37%
  • 1 Year : -1.63%
  • 3 Years : 11.27%
Returns of Edelweiss Focused Fund Growth are updated daily based on NAV of ₹ 16.282 as on Sep 22,2026. Since inception, the return has been 37.77%.

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 ₹1,051 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.