Comprehensive analysis of Edelweiss Focused Fund - Direct (G) (42935) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss Asset Mgt Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Outperformance vs benchmark
Market exposure level
Recent performance momentum
Fund management costs
Fund manager experience
Risk-adjusted returns
Assets under management
This fund has outperformed its benchmark by 0.13% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 8.90% |
| HDFC Bank Ltd | Banks | 8.49% |
| ICICI Bank Ltd | Banks | 7.69% |
| ICICI Bank Ltd | Banks | 7.21% |
| Reliance Industries Ltd | Refineries | 6.43% |
| Reliance Industries Ltd | Refineries | 6.19% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 5.76% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 5.58% |
| Titan Company Ltd | Diamond, Gems and Jewellery | 4.86% |
| Persistent Systems Ltd | IT - Software | 4.70% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹400.76 | 11.04% | 8.38% | 10.19% |
| SBI Focused Fund (G) | ₹357.09 | 10.82% | 7.96% | 9.29% |
| HDFC Focused Fund - Direct (G) | ₹261.59 | 9.37% | 7.65% | 11.36% |
| HDFC Focused Fund - Regular (G) | ₹230.82 | 9.10% | 7.12% | 10.18% |
| Sundaram Focused Fund - Direct (G) | ₹179.98 | 10.50% | 1.75% | 3.61% |
| Sundaram Focused Fund (G) | ₹162.59 | 10.23% | 1.27% | 2.60% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.19 | 11.87% | 6.81% | 9.04% |
| Aditya Birla SL Focused Fund (G) | ₹144.04 | 11.61% | 6.33% | 8.03% |
| Nippon India Focused Fund - Direct (G) | ₹134.33 | 12.57% | 7.68% | 4.14% |
| Franklin India Focused Equity Fund - Direct (G) | ₹122.21 | 11.56% | 3.46% | 3.49% |
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