FundLens
47
FocusedHold

Edelweiss Focused

Edelweiss · Direct–Growth · rank #16 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-1.5%
+0.6% vs index
3 Years
12.0%
+2.2% vs index
5 Years
Since launch
14.2%

Year-by-year performance

last entry = YTD
2023
+32.0%
2024
+24.6%
2025
+4.8%
2026
-3.2%

Why this score

Edelweiss Focused scores 47/100 — #16 of 28 Focused fund (Hold). It stands out for expense ratio — beating 78% of peers on expense ratio. The main drag is its fund size (better than only 23% of peers).

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

Expense ratio0.83% · 78th percentile in category
Fund size1050.81 Cr · 23rd percentile in category
Sharpe ratio0.37 · 41st percentile in category
Volatility14.84 · 59th percentile in category
1Y return-1.46% · 34th percentile in category
3Y return12.02% · 46th percentile in category

Top holdings

top 5 = 28.5% of portfolio
1.ICICI Bank Ltd7.87%
2.HDFC Bank Ltd5.44%
3.Reliance Industries Ltd5.25%
4.Larsen & Toubro Ltd5.18%
5.Shriram Transport Finance Company Ltd4.73%

29 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Focused funds