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Edelweiss Focused Fund - Regular Plan - Growth is an equity scheme managed by Edelweiss Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 16.82%, with the bottom and top quartiles at 15.98% and 17.67% respectively. It has ranked in the top half of its category for 2 of the last 3 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.23% on assets of ₹1,012Cr. The fund is currently managed by Mr. Raj Koradia, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 6.15% |
| RELIANCE INDUSTRIES LIMITED | Energy | 6.11% |
| LARSEN AND TOUBRO LIMITED | Industrials | 5.87% |
| ICICI BANK LIMITED | Financial Services | 5.60% |
| TATA STEEL LIMITED | Basic Materials | 5.08% |
| STATE BANK OF INDIA | Financial Services | 5.01% |
| Shriram Finance Limited | Financial Services | 4.65% |
| MARICO LIMITED | Consumer Defensive | 4.51% |
| KEI INDUSTRIES LIMITED | Industrials | 4.18% |
| NTPC LIMITED | Utilities | 3.75% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 3.24% |
| INFOSYS LIMITED | Technology | 3.05% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 2.93% |
| BHARAT ELECTRONICS LIMITED | Industrials | 2.73% |
| MANKIND PHARMA LIMITED | Healthcare | 2.69% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 2.69% |
| IDFC FIRST BANK LIMITED | Financial Services | 2.55% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 2.55% |
| ENDURANCE TECHNOLOGIES LIMITED | Consumer Cyclical | 2.33% |
| PB FINTECH LIMITED | Financial Services | 2.25% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.25% |
| VISHAL MEGA MART PRIVATE LIMITED | Consumer Cyclical | 2.05% |
| TRENT LIMITED | Consumer Cyclical | 1.58% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 6 | 34.43% |
| Capital Goods | — | 7.79% |
| Automobile and Auto Components | — | 7.13% |
| Oil, Gas & Consumable Fuels | — | 6.11% |
| Construction | — | 5.87% |
| Information Technology | — | 5.62% |
| Healthcare | 2 | 5.38% |
| Metals & Mining | — | 5.08% |
| Consumer Durables | — | 4.53% |
| Fast Moving Consumer Goods | — | 4.51% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.04% | 3.74% | 14.06% | 33.53% | 47.39% | 87.2% |
| 3Y | 12.63% | 15.98% | 16.82% | 17.67% | 19.07% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 50.9% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
| 5Y |
|---|
| Star |
|---|
| Invesco India Focused Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹5,128 Cr | 1.89% | +19.85% | +14.69% | 5★ |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | SBI Mutual Fund | ₹46,042 Cr | 1.51% | +16.74% | +13.41% | 5★ |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹2,208 Cr | 2.13% | +16.50% | +14.97% | 4★ |
| quant Focused Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹815 Cr | 3.32% | +15.90% | +12.07% | 4★ |
| Bandhan Focused Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹2,058 Cr | 2.29% | +14.91% | +11.95% | 4★ |
| Kotak Focused Fund- Regular plan _ Growth Option | Kotak Mahindra Mutual Fund | ₹4,081 Cr | 2.10% | +14.53% | +12.55% | 4★ |
| DSP Focused Fund - Regular Plan - Growth | DSP Mutual Fund | ₹2,490 Cr | 2.42% | +14.36% | +10.70% | 4★ |
| HSBC Focused Fund - Regular Growth | HSBC Mutual Fund | ₹1,678 Cr | 2.11% | +14.07% | +12.53% | 3★ |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | Canara Robeco Mutual Fund | ₹2,725 Cr | 2.09% | +12.47% | +12.46% | 3★ |
| Tata Focused Fund-Regular Plan-Growth | Tata Mutual Fund | ₹1,745 Cr | 2.27% | +12.02% | +11.36% | 3★ |