Edelweiss Focused Equity Fund - Direct Plan - Growth

Equity | Focused

(NAV as of 29/11/2024)

17.11 (0.67)

3Y Returns

Min SIP

₹100

Min Lumpsum

₹100

Expense Ratio

0.7%

Fund Size

₹679 Cr

Inception Date

12-Jul-22

Fund Manager

Trideep Bhattacharya

Exit Load

1% on or before 90D, Nil after 90D.

Wealthzi View

Fund Traits

Zi Tags

Description

Overall Fund Zi Tag

Asset Allocation

Equity

99.00%

Debt & Others

1.00%

Market Cap Allocation

Large Cap

77.23%

Mid Cap

20.04%

Small Cap

1.73%

Other Cap

1.00%

Sector Allocation

Banks

21.85%

Internet and Technology

13.65%

Automobiles

7.26%

Consumer Durables

6.70%

Construction

6.53%

Top Ten Holdings

ICICI Bank Ltd

7.97%

Larsen & Toubro Ltd

6.53%

Tata Consultancy Services Ltd

6.49%

HDFC Bank Ltd

6.35%

Reliance Industries Ltd

5.76%

Investment 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 House Detail

AMC Name

Edelweiss Asset Management Limited

Scheme Document

https://www.edelweissmf.com/downloads#Scheme-Information-Document

Address

Edelweiss HouseOff. C.S.T Road, Kalina,Mumbai - 400 098

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34.89%

Hdfc Focused 30 Fund - Direct Plan - Growth Option

35.21%

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Mahindra Manulife Focused Fund - Direct Plan - Growth

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Invesco India Focused 20 Equity Fund Direct Plan Growth

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Icici Prudential Focused Equity Fund - Direct Plan - Growth

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Bandhan Focused Equity Fund-Direct Plan-Growth

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29.05%

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Canara Robeco Focused Equity Fund Direct Growth

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Hsbc Focused Fund Direct Plan Growth

29.92%

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Dsp Focus Fund - Direct Plan - Growth

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17.03%

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360 One Focused Equity Fund Direct Plan- Growth

25.88%

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22.87%

Uti Focused Equity Fund - Direct Plan Growth

25.23%

16.13%

Nippon India Focused Equity Fund - Direct Plan Growth Option Growth

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16.09%

21.08%

Kotak Focused Equity Fund - Direct Plan - Growth

28.04%

15.95%

19.74%

Aditya Birla Sun Life Focused Equity Fund - Growth-Direct Plan

29.5%

15.46%

18.35%

Union Focused Fund Direct Plan - Growth Option

21.12%

12.9%

18.94%

Motilal Oswal Focused Fund - Direct Growth

19.12%

12.65%

15.46%

Sbi Focused Equity Fund Direct Growth

21.92%

10.05%

17.87%

Mirae Asset Focused Fund - Direct Plan - Growth

23.29%

9.97%

18.56%

Axis Focused 25 Fund - Direct Plan - Growth

22.91%

5.56%

13.17%

Lic Focused 30 Equity Fund - Direct Plan - Growth

3.34%

11.43%

Iti Focused Equity Fund - Direct Plan - Growth

34.72%

Baroda Bnp Paribas Focused Fund Direct Growth

27.45%

Old Bridge Focused Equity Fund - Direct Plan - Growth

Sundaram Focused Fund - Direct Growth

27.61%

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