3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹753.24 Cr.
Expense Ratio
0.68% (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.
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
Edelweiss Mutual Fund Managers
TB
Trideep Bhattacharya
Fund Manager since Oct 2023
Fund House Details
Edelweiss Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
ICICI Prudential Focused Equity Fund Direct Plan IDCW Payout |
24.54% |
3.5 |
Quant Focused Fund IDCW Direct Plan Payout |
22.57% |
3 |
360 One Focused Equity Fund Direct Plan Dividend Payout |
22.24% |
2.5 |
Schemes by Edelweiss Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Payout
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Reinvestment
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan IDCW Payout
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 | 0.68% |
Fund Manager | Trideep Bhattacharya |
Fund Size | ₹753.24 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 |
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.