Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 53.31 | 2.26 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 48.78 | 2.08 |
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) | 43.62% | — | 26.16% |
SBI Focused Equity Fund(IDCW-Payout) | 28.94% | 11.38% | 13.65% |
HDFC Focused 30 Fund(IDCW) | 33.94% | 14.90% | 5.13% |
Axis Focused Fund(IDCW) | 20.10% | -4.08% | 10.26% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
7.26 %
Holdings
6.68 %
Holdings
6.11 %
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
48
Total AUM
₹ 1,04,163.77 Cr.
Trideep Bhattacharya
AUM: ₹22,295.64 Cr.
|
Exp: 13yrs
Sumanta Khan
AUM: ₹7,750.04 Cr.
|
Exp: 18yrs
Raj Koradia
AUM: ₹22,295.64 Cr.
|
Exp: 7yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data