Edelweiss Focused Equity Fund

Equity · Focused
500
Min SIP
5,000
Min Lumpsum
0.77 %
Expense Ratio
Rating
508
Fund Size (in Cr)
10 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 10.9%
Category Average 13% 26.6% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
8.62%
ICICI Bank
8.18%
Infosys
6.42%
Reliance Industr
5.54%
Larsen & Toubro
5.5%
Others
65.74%
Banks
29.24%
IT-Software
9.14%
Diversified FMCG
7.36%
Industrial Products
7.22%
Petroleum Products
5.54%
Others
41.5%
Equity
96.31%
Reverse Repos
4.09%
Cash & Cash Equivalents
0%
Net Curr Ass/Net Receivables
-0.4%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.

Fund Objective

The investment objective of the fund is to generate long term capital appreciation by investing in equity and equity related instruments of upto 30 companies across market capitalisation. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Fund Managers

Trideep Bhattacharya

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Edelweiss Mutual Fund
AUM:
1,20,557 Cr
Address:
Edelwiess House, Off.C.S.T. Road, Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com

Frequently Asked Questions

How to invest in Edelweiss Focused Equity Fund ?

You can invest in Edelweiss Focused Equity Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Edelweiss Focused Equity Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Edelweiss Focused Equity Fund ?

The NAV of Edelweiss Focused Equity Fund is ₹11 as of 01 June 2023.

How to redeem Edelweiss Focused Equity Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Edelweiss Focused Equity Fund?

The minimum SIP amount of Edelweiss Focused Equity Fund is ₹500

What are the top sectors Edelweiss Focused Equity Fund has invested in??

The top sectors Edelweiss Focused Equity Fund has invested in are
  1. HDFC Bank - 8.62%
  2. ICICI Bank - 8.18%
  3. Infosys - 6.42%
  4. Reliance Industr - 5.54%
  5. Larsen & Toubro - 5.5%

How much returns have Edelweiss Focused Equity Fund generated ?

The Edelweiss Focused Equity Fund has delivered 10.9% since inception

What is the expense ratio of Edelweiss Focused Equity Fund ?

The expense ratio of Edelweiss Focused Equity Fund is 0.77 % as of 01 June 2023.

What is the AUM of Edelweiss Focused Equity Fund?

The AUM of Edelweiss Focused Equity Fund is ₹1,20,557 Cr as of 01 June 2023

What are the top stock holdings of Edelweiss Focused Equity Fund?

The top stock holdings of Edelweiss Focused Equity Fund are
  1. HDFC Bank - 8.62%
  2. ICICI Bank - 8.18%
  3. Infosys - 6.42%
  4. Reliance Industr - 5.54%
  5. Larsen & Toubro - 5.5%
Invest Now