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EquityFocused FundDirect · Growth

Edelweiss Focused Fund - Direct Plan - Growth

Edelweiss · Scheme 150376

18.12 0.26%NAV · 2026-09-18
68
Decent FundScore
Start SIP
AUM
₹1,044 cr
Expense ratio
0.82%
3Y CAGR
15.4%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Abhishek GuptaExit load: Exit load of 1%, if redeemed within 90 days.
Decent · 68/100

A solid option with a few areas worth a closer look.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • Compounding well recently — 15.4% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Protects capital well — worst-ever fall was only 17%.
  • 3Y CAGR: +15.4%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 74% of windows

📉 What could drag it down

  • 1Y return: +5.3%
  • 1Y return vs category: -1.2% vs category avg

FundScore breakdown

68/100 · Decent
How it works →
50
Returns
Average
95
Consistency
Excellent
57
Risk-adjusted
Decent
65
Downside protection
Decent
78
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.