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EQUITY•FOCUSED FUND

Edelweiss Focused Fund

3 Year return

18.42%
NAV on December 15, 2025
17.717
1D Returns
+0.12%
Launched on July 2022(3 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
34.22%₹1,232
Total Value ₹4,832

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,041.16 Cr.
Expense Ratio
0.64% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Edelweiss Mutual Fund Manager

AV

Amit Vora

Fund Manager since Jan 2025

RK

Raj Koradia

Fund Manager since Aug 2024

SK

Sumanta Khan

Fund Manager since Apr 2024

TB

Trideep Bhattacharya

Fund Manager since Jan 2025

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund

Asset management company

AUM
₹1,78,677.92 Cr.
No. of Schemes
175
Setup Date
2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Focused Fund21.641%
3.5
ICICI Prudential Focused Equity Fund23.4512%
3.5
Mahindra Manulife Focused Fund19.6393%
0

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Focused Equity Fund Direct Plan-Growth

Edelweiss Focused Equity Fund Direct Plan-Growth is an open-ended equity mutual fund scheme offered by Edelweiss Mutual Fund. The fund falls under the category that is classified as a focused fund that mainly invests in equities of companies of all capitalisations, but mainly large-caps. The fund may invest in a small percentage of debt instruments as well. The fund is in the “focused” category as it concentrates on potential capital appreciation via the investment in a small set of high-quality leading company stock.

Investment Objective of the Scheme

The Edelweiss Focused Equity Fund Direct Plan-Growth scheme's aim is the generation of long-term capital appreciation by investment in a targeted high-conviction portfolio of securities of superior quality. The fund aims to create potential wealth for investors via investment in these companies that are robust in their fundamental variables and have a possible competitive edge over other companies.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.64%
Fund Manager
Amit Vora
Fund Size
₹1041.16 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you would like to invest in the Edelweiss targeted Equity Fund Direct Plan-Growth plan, you should have a high-risk tolerance, a desire for a targeted investment portfolio, and the patience to wait for long-term gains. You may be willing to face some market volatility but believe in the high standards of companies invested by this fund. Nonetheless, before you make any investment decisions, you must see that your financial goals and future plans are aligned with your investment.

AMC Contact Details

NameEdelweiss Mutual Fund
Launch DateJanuary 2009
AddressEdelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact1800 425 0090
EmailEMFHelp@edelweissmf.com
Websitehttps://www.edelweissmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Your Guide Map for Investing

Investing without setting a financial goal takes out the aspect of clarity for an investor. Once a goal is set such as purchasing that dream car, you need to determine the optimum SIP amount vis a vis to the number of years of investing. Angel One's SIP calculator can serve as a map to guide you to take the smoothest road to your goals by finding the optimum balance between the variables affecting the SIP.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Focused Fund on December 15, 2025, is ₹17.717
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Focused Fund, is ₹1041.16 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Edelweiss Focused Fund is 0.64%
The Edelweiss Focused Fund was launched on July 12, 2022. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Focused Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,832 in 3Y at 18.4157% returns
SIP Date1st of every month

Your next SIP Payment will be on 15 January 2026

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