{"id":253524,"date":"2026-09-17T15:26:53","date_gmt":"2026-09-17T09:56:53","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T15:26:53","modified_gmt":"2026-09-17T09:56:53","slug":"edelweiss-focused-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/","title":{"rendered":"Edelweiss Focused Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-focused-fund-g-direct-plan\">Edelweiss Focused Fund Direct Growth Plan<\/a> has a NAV of \u20b917.196 as of 16 September 2026 and a scheme AUM of \u20b91,050 Cr. Its 1-year, 3-year and 5-year returns are -1.82%, 11.52% and Data not available, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a fund for investors who can tolerate sharper swings and are comfortable with a concentrated equity approach rather than a smooth, benchmark-like ride. The recent 1-year weakness sits alongside a healthier 3-year stretch, so the fund currently looks more suited to a patient, long-horizon investor than someone judging it on short bursts of performance.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Edelweiss_Focused\" title=\"Should you BUY or HOLD Edelweiss Focused?\">Should you BUY or HOLD Edelweiss Focused?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Edelweiss_Focused_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Edelweiss Focused Fund Direct Growth Plan?\">What is the current NAV of Edelweiss Focused Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#How_has_Edelweiss_Focused_Fund_Direct_Growth_Plan_performed_over_1_year_3_years_and_5_years\" title=\"How has Edelweiss Focused Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?\">How has Edelweiss Focused Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_the_Nifty_50_benchmark\" title=\"How does the fund compare with the Nifty 50 benchmark?\">How does the fund compare with the Nifty 50 benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#What_is_the_risk_category_of_this_fund\" title=\"What is the risk category of this fund?\">What is the risk category of this fund?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Who_manages_the_fund\" title=\"Who manages the fund?\">Who manages the fund?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#What_are_the_exit_load_and_tax_rules\" title=\"What are the exit load and tax rules?\">What are the exit load and tax rules?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-focused-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b917.196 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,050 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.64%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Aug 2022<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 90D, Nil after 90D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Trideep Bhattacharya, Sumanta Khan, Mehul Dalmia, Amit Vora<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Trideep Bhattacharya, Sumanta Khan, Mehul Dalmia and Amit Vora.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-5.33%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-1.61%<\/td>\n<td>-3.60%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.82%<\/td>\n<td>-7.76%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>11.52%<\/td>\n<td>5.74%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent pattern is mixed. The fund has been weak over 1 month and 1 year, but the 3-month result is less negative than the benchmark, which suggests it held up better than the index in that window.<\/p>\n<p>The longer view is more constructive. A 3-year return of 11.52% compares well with the benchmark\u2019s 5.74%, so the fund has added value over a fuller market cycle even though the journey has not been smooth.<\/p>\n<p>The 1-year series also shows a sharp mid-period drawdown followed by a recovery and then another soft patch near the end. That shape tells us the fund can move around quite a bit, which is consistent with its High Risk label.<\/p>\n<p>Because the fund is still relatively young, the 5-year figure is not available, so we place more weight on the 3-year record and the recent drift. In our view, the message is that this strategy can work over time, but it may not protect capital well in every market phase.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Edelweiss_Focused\"><\/span>Should you BUY or HOLD Edelweiss Focused?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Edelweiss Focused? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-focused-fund-g-direct-plan\">Edelweiss Focused Fund Direct Growth Plan<\/a><\/td>\n<td>-1.82%<\/td>\n<td>11.52%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-focused-fund-g-direct-plan\">Motilal Oswal Focused Fund Direct Growth Plan<\/a><\/td>\n<td>21.91%<\/td>\n<td>13.17%<\/td>\n<td>10.03%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/old-bridge-focused-fund-g-direct-plan\">Old Bridge Focused Fund Direct Growth Plan<\/a><\/td>\n<td>12.52%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-focused-fund-g-direct-plan\">SBI Focused Fund Direct Growth Plan<\/a><\/td>\n<td>10.15%<\/td>\n<td>14.35%<\/td>\n<td>11.38%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-focused-fund-g-direct-plan\">Quant Focused Fund Direct Growth Plan<\/a><\/td>\n<td>7.73%<\/td>\n<td>12.17%<\/td>\n<td>12.76%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-focused-fund-g-direct-plan\">ITI Focused Fund Direct Growth Plan<\/a><\/td>\n<td>6.30%<\/td>\n<td>16.76%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The short-term peer picture is clearly softer for this fund because its 1-year return is negative while the peer set shows positive 1-year numbers across the others listed. That said, the 3-year result is closer to the better mid-pack outcomes, so the longer view is less disappointing than the recent stretch.<\/p>\n<p>On the available 5-year figures, the current fund cannot be compared directly because its 5-year return is not available. Among peers with longer histories, some funds show stronger longer-term outcomes, which means the current fund\u2019s 3-year progress is respectable but not yet backed by a longer track record.<\/p>\n<p>Overall, the peer set tells two different stories: the recent year looks weak, while the 3-year frame is more balanced. For investors, that means the fund\u2019s appeal depends more on whether they are looking through a short-term slump or judging it on the more encouraging medium-term record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>7.87%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>5.44%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>5.25%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>5.18%<\/td>\n<\/tr>\n<tr>\n<td>Shriram Finance Ltd.<\/td>\n<td>Finance<\/td>\n<td>4.73%<\/td>\n<\/tr>\n<tr>\n<td>Marico Ltd.<\/td>\n<td>FMCG<\/td>\n<td>4.60%<\/td>\n<\/tr>\n<tr>\n<td>Kei Industries Ltd.<\/td>\n<td>Electricals<\/td>\n<td>4.31%<\/td>\n<\/tr>\n<tr>\n<td>Tata Steel Ltd.<\/td>\n<td>Iron &amp; Steel<\/td>\n<td>4.27%<\/td>\n<\/tr>\n<tr>\n<td>Mankind Pharma Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>3.86%<\/td>\n<\/tr>\n<tr>\n<td>Coforge Ltd.<\/td>\n<td>IT<\/td>\n<td>3.56%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 49.07% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-focused-fund-g-direct-plan\">Edelweiss Focused Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd., is 7.87% of the portfolio, which is meaningful but not overwhelming on its own. The step-down from the first holding to the tenth is noticeable, with the list moving from a mid-single-digit weight to 3.56%, so the portfolio is not built around one dominant position.<\/p>\n<p>That said, the top 10 holdings together make up about half the portfolio, and there are 30 disclosed holdings in total. Our view is that this points to a portfolio that is still fairly focused, but not extremely narrow, so a smaller number of positions may have greater influence on the outcome than in a broad, highly diversified fund.<\/p>\n<p>The mix across banks, infrastructure, finance, FMCG, electricals, steel, healthcare and IT may help spread company-specific risk, yet the combined weight of the largest names means stock selection remains important. Investors who prefer a long tail of small positions may find this structure more concentrated than they expect.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors with a higher risk tolerance and a longer holding period, because the risk label is High Risk and the recent return path has been uneven. The 3-year record is more encouraging than the 1-year number, so patience matters here.<\/p>\n<p>Compared with the benchmark, the fund has done better over 3 years but struggled over the past year. Compared with peers, the recent stretch looks weaker, while the medium-term record is more competitive. The main trade-off is accepting volatility and a concentrated equity style in exchange for the possibility of stronger results over time.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% on or before 90D. No exit load after the holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Edelweiss_Focused_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Edelweiss Focused Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b917.196 as of 16 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_Edelweiss_Focused_Fund_Direct_Growth_Plan_performed_over_1_year_3_years_and_5_years\"><\/span>How has Edelweiss Focused Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is -1.82%, its 3-year return is 11.52%, and its 5-year return is Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_the_Nifty_50_benchmark\"><\/span>How does the fund compare with the Nifty 50 benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is ahead of the Nifty 50 over 3 years, with 11.52% versus 5.74%. Over 1 year, the fund at -1.82% is also ahead of the benchmark at -7.76%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_risk_category_of_this_fund\"><\/span>What is the risk category of this fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is in the High Risk category. That fits a strategy that can move sharply and may suit investors who can handle volatility.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund\"><\/span>Who manages the fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Trideep Bhattacharya, Sumanta Khan, Mehul Dalmia and Amit Vora.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_exit_load_and_tax_rules\"><\/span>What are the exit load and tax rules?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The exit load is 1% on or before 90D, and there is no exit load after the holding period. For tax, units held for less than 1 year face 20% short-term capital gains tax, while units held for more than 1 year face 12.5% long-term capital gains tax.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s recent performance is weaker than its 3-year record, so the story is not a straight line. The benchmark comparison is also mixed: the fund has lagged over the short run but looked better over 3 years, which makes the medium-term picture more useful than the latest patch.<\/p>\n<p>Against peers, the recent year looks soft, while the longer view is more respectable. The High Risk label and the fairly focused portfolio mean this is best considered by investors who can accept volatility and give the strategy time to work through uneven periods.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 3:24 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Edelweiss Focused Fund Direct Growth Plan\",\"identifier\":\"edelweiss-focused-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Aug 2022\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":17.196,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1050 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.64\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.82},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":11.52},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Trideep Bhattacharya, Sumanta Khan, Mehul Dalmia, Amit Vora\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Edelweiss Focused Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b917.196 as of 16 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"How has Edelweiss Focused Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is -1.82%, its 3-year return is 11.52%, and its 5-year return is Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the Nifty 50 benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is ahead of the Nifty 50 over 3 years, with 11.52% versus 5.74%. Over 1 year, the fund at -1.82% is also ahead of the benchmark at -7.76%.\"}},{\"@type\":\"Question\",\"name\":\"What is the risk category of this fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is in the High Risk category. That fits a strategy that can move sharply and may suit investors who can handle volatility.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Trideep Bhattacharya, Sumanta Khan, Mehul Dalmia and Amit Vora.\"}},{\"@type\":\"Question\",\"name\":\"What are the exit load and tax rules?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The exit load is 1% on or before 90D, and there is no exit load after the holding period. For tax, units held for less than 1 year face 20% short-term capital gains tax, while units held for more than 1 year face 12.5% long-term capital gains tax.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Edelweiss Focused Fund Direct Growth Plan has a NAV of \u20b917.196 and 1-year, 3-year and 5-year returns of -1.82%, 11.52% and Data not available as of 16 September 2026.<\/p>\n","protected":false},"author":38,"featured_media":253521,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-253524","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["253521"],"rank_math_title":["Edelweiss Focused Fund Review 2026 | NAV &amp; Returns"],"rank_math_description":["Edelweiss Focused Fund Direct Growth Plan NAV is \u20b917.196; 1Y return is -1.82% as of 16 Sep 2026."],"rank_math_focus_keyword":["Edelweiss Focused Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Edelweiss_Focused_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253524","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=253524"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253524\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/253521"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=253524"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=253524"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=253524"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}