Edelweiss Focused Fund

by Edelweiss Mutual Fund · Direct Plan · Growth
6.0 / 10
BullWiser Honest Score
2.0%
1Y Return
16.1%
3Y CAGR
--
Exp. Ratio
Edelweiss Focused Fund is an average performer in its category with a BullWiser Honest Score of 6.0/10 — above the Equity Scheme - Focused Fund category median of 5.0/10 across 28 funds. Its 3-year CAGR of 16.1% outperforms the Equity Scheme - Focused Fund category average of 15.1% by +0.9 percentage points. As a Direct plan, Edelweiss Focused Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Edelweiss Focused Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
2.0%
3Y CAGR
16.1%

vs Category Average — Equity Scheme - Focused Fund

This fund
+0.9% vs category avg
TER data not available
This fund
+1.0 vs category avg

Category: Equity Scheme - Focused Fund · 28 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Edelweiss Focused Fund?
Edelweiss Focused Fund has a BullWiser Honest Score of 6.0/10 (AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Edelweiss Focused Fund?
The Total Expense Ratio (TER) of Edelweiss Focused Fund Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Edelweiss Focused Fund?
Edelweiss Focused Fund has delivered 2.0% 1-year returns and 16.1% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Edelweiss Focused Fund a good investment?
BullWiser rates Edelweiss Focused Fund as AVERAGE (Honest Score 6.0/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Equity Scheme - Focused Fund category.
How does Direct Plan differ from Regular Plan for Edelweiss Focused Fund?
The Direct plan of Edelweiss Focused Fund has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.