3 Year return

0
Launched on July 2022 (2 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹779.63 Cr.

Expense Ratio

0.67% (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

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Edelweiss Mutual Fund Managers

TB

Trideep Bhattacharya

Fund Manager since Oct 2023

View Details

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund Asset management company

AUM ₹147,767.86 Cr.
No. of Schemes 153
Setup Date NA

Peer Comparison

Comparison with other similar funds

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 NA
Expense Ratio 0.67%
Fund Manager Trideep Bhattacharya
Fund Size ₹779.63 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

Name Edelweiss Mutual Fund
Launch Date 2009
Addresss Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact 1800 425 0090
Email EMFHelp@edelweissmf.com
Website https://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

What is today's NAV of Edelweiss Focused Fund?

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 Jun 21 2024 is 16.202

What is the AUM of Edelweiss Focused Fund?

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 779.63 crore.

What is the expense ratio of Edelweiss Focused Fund?

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 0.67%

What are the returns of Edelweiss Focused Fund since inception?

The Edelweiss Focused Fund was launched on Jul 12 2022. The fund has delivered a CAGR of 29.08 since inception.

What is the minimum SIP amount to invest in Edelweiss Focused Fund?

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 100.

How do I invest in Edelweiss Focused Fund?

  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.

How to start an SIP in Edelweiss Focused Fund?

  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.

How do I automate an SIP in Edelweiss Focused Fund?

  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.

How can I withdraw/redeem my investment in Edelweiss Focused Fund?

  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.