no icon
no icon
amc icon

Edelweiss Focused Equity Fund - Regular Plan - Growth

Equity | Focused

(NAV as of 28/10/2024)
16.27 (0.56)

3Y Returns

NA

Min SIP

100

Min Lumpsum

100

Expense Ratio

2.32%

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

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

Address

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

Similar Funds
amc icon

Hdfc Focused 30 Fund - Direct Plan - Growth Option

1Y

44.8%

3Y

25.38%

5Y

24.16%

amc icon

Invesco India Focused 20 Equity Fund Direct Plan Growth

1Y

67.86%

3Y

22.36%

5Y

NA

amc icon

Mahindra Manulife Focused Fund - Direct Plan - Growth

1Y

45.59%

3Y

21.95%

5Y

NA

amc icon

Icici Prudential Focused Equity Fund - Direct Plan - Growth

1Y

48.49%

3Y

21.5%

5Y

25.57%

amc icon

Quant Focused Fund Direct Plan - Growth

1Y

40.96%

3Y

20.57%

5Y

23.57%

amc icon

Jm Focused Fund Direct - Growth Option

1Y

42.85%

3Y

20.11%

5Y

17.46%

amc icon

Canara Robeco Focused Equity Fund Direct Growth

1Y

40.57%

3Y

18.17%

5Y

NA

amc icon

Tata Focused Equity Fund Direct Plan Growth

1Y

39.3%

3Y

17.97%

5Y

NA

amc icon

Franklin India Focused Equity Fund - Direct Growth

1Y

36.46%

3Y

17.66%

5Y

21.75%

amc icon

Bandhan Focused Equity Fund-Direct Plan-Growth

1Y

45.32%

3Y

17.15%

5Y

19.27%

amc icon

Dsp Focus Fund - Direct Plan - Growth

1Y

41.89%

3Y

16.73%

5Y

17.55%

amc icon

Hsbc Focused Fund Direct Plan Growth

1Y

38.96%

3Y

16.72%

5Y

NA

amc icon

360 One Focused Equity Fund Direct Plan- Growth

1Y

34.97%

3Y

16.32%

5Y

22.97%

amc icon

Uti Focused Equity Fund - Direct Plan Growth

1Y

35.42%

3Y

15.91%

5Y

NA

amc icon

Kotak Focused Equity Fund - Direct Plan - Growth

1Y

37.63%

3Y

15.37%

5Y

19.86%

amc icon

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

1Y

39.2%

3Y

15.25%

5Y

18.92%

amc icon

Nippon India Focused Equity Fund - Direct Plan Growth Option Growth

1Y

29.33%

3Y

15.12%

5Y

21.11%

amc icon

Motilal Oswal Focused Fund - Direct Growth

1Y

31.42%

3Y

12.75%

5Y

15.95%

amc icon

Union Focused Fund Direct Plan - Growth Option

1Y

26.63%

3Y

11.71%

5Y

18.76%

amc icon

Sbi Focused Equity Fund Direct Growth

1Y

28.63%

3Y

11.27%

5Y

18.3%

amc icon

Mirae Asset Focused Fund - Direct Plan - Growth

1Y

29.7%

3Y

9.52%

5Y

18.52%

amc icon

Axis Focused 25 Fund - Direct Plan - Growth

1Y

32.31%

3Y

5.32%

5Y

13.18%

amc icon

Lic Focused 30 Equity Fund - Direct Plan - Growth

1Y

NA

3Y

2.99%

5Y

11.24%

amc icon

Old Bridge Focused Equity Fund - Direct Plan - Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Edelweiss Focused Equity Fund - Direct Plan - Growth

1Y

43.38%

3Y

NA

5Y

NA

amc icon

Sundaram Focused Fund - Direct Growth

1Y

34.39%

3Y

NA

5Y

NA

amc icon

Baroda Bnp Paribas Focused Fund Direct Growth

1Y

35.04%

3Y

NA

5Y

NA

amc icon

Iti Focused Equity Fund - Direct Plan - Growth

1Y

42.98%

3Y

NA

5Y

NA

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.