Get access to more insightful information
By signing up to Upstox today
Edelweiss Focused Fund Direct dividend reinvestment
Equity • Focussed • Direct dividend reinvestment
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Focussed
Direct dividend reinvestment
Launched On
01 Aug 2022
4.1 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹16.657
+0.1262% (0.10)
AUM
₹1,030 Cr
Expense ratio
0.85%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
1%
If units sold after 90D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Technology
Healthcare
Fund House
Edelweiss
Inc: 14 Jun 2007 • Total AUM: ₹1,53,646 Cr • Rank #14Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.
Fund Managers
Trideep Bhattacharya
Experience: 4.88 yrs • Total AUM: 2,48,732 Cr
Amit Vora
Experience: 5.52 yrs • Total AUM: 2,67,292 Cr
Sumanta Khan
Experience: 2.39 yrs • Total AUM: 60,616 Cr
Mehul Dalmia
Experience: yrs • Total AUM: 1,39,879 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.