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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.65 | 47.81 | 1.84 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 45.47 | 1.57 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Edelweiss Focused Fund(IDCW) | 35.10% | — | 27.39% |
SBI Focused Equity Fund(IDCW-Payout) | 24.12% | 11.17% | 13.75% |
HDFC Focused 30 Fund(IDCW) | 21.71% | 15.75% | 5.19% |
Axis Focused Fund(IDCW) | 14.28% | -2.61% | 10.49% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.55 %
Holdings
7.21 %
Holdings
5.87 %
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
₹ 1,06,048.25 Cr.
Trideep Bhattacharya
AUM: ₹23,240.67 Cr.
|
Exp: 13yrs
Sumanta Khan
AUM: ₹7,824.06 Cr.
|
Exp: 18yrs
Raj Koradia
AUM: ₹23,240.67 Cr.
|
Exp: 7yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%