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
3.7 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹17.28
+0.1739% (0.10)
AUM
₹1,038 Cr
Expense ratio
0.64%
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
Basic Materials
Technology
Fund House
Edelweiss
Inc: 14 Jun 2007 • Total AUM: ₹1,45,026 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: 4.53 yrs • Total AUM: 2,13,523 Cr
Amit Vora
Experience: 5.16 yrs • Total AUM: 2,50,871 Cr
Sumanta Khan
Experience: 2.03 yrs • Total AUM: 39,578 Cr
Raj Koradia
Experience: 1.69 yrs • Total AUM: 2,10,640 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.