- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ ↓ -1.94%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Edelweiss Focused Fund - Direct Plan - Growth and its peers as on 8 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Focused Fund - Direct Plan - Growth | -3.43% | -1.94% | -1.12% | 4.09% | 2.24% | -0.44% | 14.19% | - | - | - |
| SBI FOCUSED FUND - DIRECT PLAN -GROWTH | 3.53% | 0.01% | 2.39% | 3.55% | 13.64% | 11.45% | 17.3% | 13.91% | 16.33% | 15.92% |
| ICICI Prudential Focused Equity Fund - Direct Plan - Growth | -3.43% | -2.19% | 0.29% | 6.83% | 4.69% | 2.98% | 19.43% | 18.05% | 19.47% | 16.04% |
| HDFC Focused Fund - Growth Option - Direct Plan | -3.72% | -2.03% | -0.68% | 5.44% | 2.73% | 0.49% | 17.41% | 19.87% | 18.12% | 15.24% |
| Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option | -2.87% | -1.53% | -1.36% | 3.41% | 5.3% | -0.42% | 12.48% | 12.58% | 15.35% | 13.8% |
| Kotak Focused Fund- Direct Plan- Growth option | -0.19% | -2.04% | -0.48% | 5.51% | 5.84% | 7.15% | 16.6% | 14.42% | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | 31.12% | 25.47% | 4.71% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.63% | 3.68% | 0.85% | 0.43% | -3.6% | 0.75% | -12.47% | 7.23% | -1.32% | 3.99% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -2.3% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 97.80% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 2.20% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| HDFC Bank Ltd. | HDFCBANK (INE040A01034) | Banks | 6.37% |
| Reliance Industries Ltd. | RELIANCE (INE002A01018) | Petroleum Products | 6.27% |
| ICICI Bank Ltd. | ICICIBANK (INE090A01021) | Banks | 5.84% |
| Larsen & Toubro Ltd. | LT (INE018A01030) | Construction | 5.60% |
| Tata Steel Ltd. | TATASTEEL (INE081A01020) | Ferrous Metals | 5.04% |
| State Bank of India | SBIN (INE062A01020) | Banks | 5.02% |
| Shriram Finance Ltd. | SHRIRAMFIN (INE721A01047) | Finance | 4.73% |
| Marico Ltd. | MARICO (INE196A01026) | Agricultural Food & other Products | 4.68% |
| KEI Industries Ltd. | KEI (INE878B01027) | Industrial Products | 3.80% |
| NTPC Ltd. | NTPC (INE733E01010) | Power | 3.80% |
| Infosys Ltd. | INFY (INE009A01021) | IT - Software | 3.52% |
| Ultratech Cement Ltd. | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 3.29% |
| Titan Company Ltd. | TITAN (INE280A01028) | Consumer Durables | 2.89% |
| Max Healthcare Institute Ltd. | MAXHEALTH (INE027H01010) | Healthcare Services | 2.85% |
| Bajaj Finance Ltd. | BAJFINANCE (INE296A01032) | Finance | 2.84% |
| Bharat Electronics Ltd. | BEL (INE263A01024) | Aerospace & Defense | 2.77% |
| TVS Motor Company Ltd. | TVSMOTOR (INE494B01023) | Automobiles | 2.68% |
| Multi Commodity Exchange Of India Ltd. | MCX (INE745G01043) | Capital Markets | 2.63% |
| Coforge Ltd. | COFORGE (INE591G01025) | IT - Software | 2.62% |
| Mankind Pharma Ltd. | MANKIND (INE634S01028) | Pharmaceuticals & Biotechnology | 2.62% |
| Endurance Technologies Ltd. | ENDURANCE (INE913H01037) | Auto Components | 2.42% |
| IDFC First Bank Ltd. | IDFCFIRSTB (INE092T01019) | Banks | 2.35% |
| Mahindra & Mahindra Ltd. | M&M (INE101A01026) | Automobiles | 2.34% |
| PB Fintech Ltd. | POLICYBZR (INE417T01026) | Financial Technology (Fintech) | 2.11% |
| Cholamandalam Investment & Finance Company Ltd. | CHOLAFIN (INE121A01024) | Finance | 2.08% |
| Vishal Mega Mart Ltd | VMM (INE01EA01019) | Retailing | 1.93% |
| LG Electronics India Ltd. | LGEINDIA (INE324D01010) | Consumer Durables | 1.58% |
| Trent Ltd. | TRENT (INE849A01020) | Retailing | 1.37% |
| Tata Motors Ltd. | TMCV (INE1TAE01010) | Agricultural, Commercial & Construction Vehicles | 0.93% |
| Oil India Ltd. | OIL (INE274J01014) | Oil | 0.83% |
Portfolio data is as on date 31 March, 2026
NAV history
Edelweiss Focused Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 8 July, 2026 | 17.374 | -1.94% |
| 7 July, 2026 | 17.718 | -0.44% |
| 6 July, 2026 | 17.797 | 0.46% |
| 3 July, 2026 | 17.715 | -0.04% |
| 2 July, 2026 | 17.722 | 0.86% |
| 1 July, 2026 | 17.571 | -0.06% |
| 30 June, 2026 | 17.582 | -0.07% |
| 29 June, 2026 | 17.595 | 0.09% |
| 25 June, 2026 | 17.579 | 0.13% |
| 24 June, 2026 | 17.556 | 0.53% |
| 23 June, 2026 | 17.464 | -1.12% |
| 22 June, 2026 | 17.661 | 0.67% |
| 19 June, 2026 | 17.544 | -0.25% |
| 18 June, 2026 | 17.588 | 0.63% |
| 17 June, 2026 | 17.478 | 0.69% |
| 16 June, 2026 | 17.358 | 0.32% |
| 15 June, 2026 | 17.302 | 1.38% |
| 12 June, 2026 | 17.067 | 2.35% |
| 11 June, 2026 | 16.675 | -0.38% |
| 10 June, 2026 | 16.739 | -0.43% |
| 9 June, 2026 | 16.812 | 0.72% |
| 8 June, 2026 | 16.691 | -1.04% |
| 5 June, 2026 | 16.866 | -0.18% |
| 4 June, 2026 | 16.896 | 0.09% |
| 3 June, 2026 | 16.88 | -0.34% |
| 2 June, 2026 | 16.938 | 0.18% |
| 1 June, 2026 | 16.908 | -1.01% |
| 29 May, 2026 | 17.081 | -1.64% |
| 27 May, 2026 | 17.366 | 0.02% |
| 26 May, 2026 | 17.363 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Edelweiss Focused Fund - Direct Plan - Growth?
The latest NAV of Edelweiss Focused Fund - Direct Plan - Growth is 17.374 as on 8 July, 2026.What are YTD (year to date) returns of Edelweiss Focused Fund - Direct Plan - Growth?
The YTD (year to date) returns of Edelweiss Focused Fund - Direct Plan - Growth are -3.43% as on 8 July, 2026.What are 1 year returns of Edelweiss Focused Fund - Direct Plan - Growth?
The 1 year returns of Edelweiss Focused Fund - Direct Plan - Growth are -0.44% as on 8 July, 2026.What are 3 year CAGR returns of Edelweiss Focused Fund - Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Edelweiss Focused Fund - Direct Plan - Growth are 14.19% as on 8 July, 2026.