
Edelweiss Focused Fund(G)-Direct Plan
+11.52%
3Y annualised
+11.52%
3Y annualised
+0.34% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹17.20
Min. SIP amount
₹100
Fund size (AUM)
1050 Cr
Expense ratio
0.64%
Launched on
01 Aug 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹17.20
Min. SIP amount
₹100
Fund size (AUM)
1050 Cr
Expense ratio
0.64%
Launched on
01 Aug 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
66.27%
Mid Cap
32.66%
Others
1.08%
Sector Allocation
Bank
22.37%
Finance
11.48%
Automobile & Ancillaries
8.92%
It
8.82%
Healthcare
6.58%
Crude Oil
5.25%
Infrastructure
5.18%
Fmcg
4.60%
Others
26.81%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Trideep Bhattacharya
Present
Sumanta Khan
Present
Mehul Dalmia
Present
Amit Vora
Present
Similar/Peer Fund Comparison
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FAQs
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