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Edelweiss Focused Fund

Growth

EquityFocused Fund

Mid-size FundAssets Under Mgmt: ₹ 895 Cr

Very High RiskPrinciple investment will be at very high risk

17.650.15% (-0.03)

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EquityFocused Fund

Mid-size FundAssets Under Mgmt: ₹ 895 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.66	46.19	1.81

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	48.57	1.56

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% 1% on or before 90D Nil after 90D

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from
EquityFocused Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Edelweiss Focused Fund	34.68%	—	27.23%
SBI Focused Equity Fund	23.00%	10.51%	16.34%
HDFC Focused 30 Fund	31.88%	26.51%	16.59%
Axis Focused Fund	24.19%	6.60%	15.20%

Price Comparison

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Edelweiss Focused Fund

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AMC Profile

Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.

No.of Schemes
50
Total AUM
₹ 1,04,487.05 Cr.

Fund Manager Profile

Trideep Bhattacharya

AUM: ₹22,351.51 Cr.

Exp: 13yrs

Sumanta Khan

AUM: ₹7,660.52 Cr.

Exp: 18yrs

Raj Koradia

AUM: ₹22,351.51 Cr.

Exp: 7yrs

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

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