Should I invest in Edelweiss Focused Fund?

We don't give personal investment advice. Edelweiss Focused Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

Edelweiss

Edelweiss Focused Fund - Regular Plan - Growth

Latest NAV

₹16.5010

As of

17 Jul 2026

972 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.55%	+0.28%	+0.27	4 / 18	Q1
1W	-0.26%	-0.15%	-0.11	12 / 18	Q3
2W	-0.74%	+0.26%	-1.00	16 / 18	Q4
1M	+0.54%	+1.99%	-1.45	16 / 18	Q4
3M	+0.59%	+4.43%	-3.85	18 / 18	Q4
6M	-2.05%	+2.25%	-4.29	14 / 18	Q4
YTD	-3.00%	+0.57%	-3.57	14 / 18	Q4
1Y	-0.04%	+1.60%	-1.64	11 / 18	Q3
2Y	+0.25%	+1.73%	-1.48	13 / 18	Q3
3Y	+12.23%	+12.29%	-0.06	8 / 17	Q2
4Y	+13.27%	+13.81%	-0.54	9 / 15	Q3
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.42%	+13.86%	-0.44	10 / 18	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.00%	+0.57%	-3.57	14 / 18
2025	+2.71%	+3.22%	-0.51	10 / 18
2024	+22.85%	+19.16%	+3.69	4 / 17
2023	+28.91%	+25.63%	+3.28	5 / 15
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.78%

37 windows

min -3.9% · max 46.7%

89% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+16.29%

12 windows

min 12.2% · max 17.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.92%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.75

Downside-only deviation

Max drawdown

-17.82%

Sep 2024 → Apr 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
Invesco India Focused Fund - Regular Plan - Growth	Invesco	₹28.8700	17 Jul 2026
Motilal Oswal Focused Fund - Regular Plan Growth Option	Motilal Oswal	₹49.5132	17 Jul 2026
Mirae Asset Focused Fund Regular Plan Growth	Mirae Asset	₹24.5940	17 Jul 2026
Kotak Focused Fund- Regular plan _ Growth Option	Kotak	₹27.4700	17 Jul 2026
DSP Focused Fund - Regular Plan - Growth	DSP	₹55.7180	17 Jul 2026
HSBC Focused Fund - Regular Growth	HSBC	₹26.4744	17 Jul 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	Baroda BNP Paribas	₹21.0089	17 Jul 2026
Canara Robeco Focused Fund - Regular Plan - Growth Option	Canara Robeco	₹19.6500	17 Jul 2026
UTI Focused Fund - Regular Plan - Growth Option	UTI	₹15.3215	17 Jul 2026
Axis Focused Fund - Regular Plan - Growth Option	Axis	₹54.2600	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹16.5010
16 Jul 2026	₹16.4100
15 Jul 2026	₹16.4550
14 Jul 2026	₹16.4120
13 Jul 2026	₹16.5410
10 Jul 2026	₹16.5440
9 Jul 2026	₹16.3760
8 Jul 2026	₹16.3010
7 Jul 2026	₹16.6240
6 Jul 2026	₹16.6990

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Edelweiss Focused Fund - Regular Plan - Growth is ₹16.5010. It's a Focused Fund from Edelweiss, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Focused Fund - Regular Plan - Growth has NAV history starting from 03 Aug 2022, a track record of about 3 years 11 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Edelweiss Focused Fund - Regular Plan - Growth is managed by Edelweiss. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Focused Fund - Regular Plan - Growth has delivered a absolute return of -0.04% — -1.64 pp behind the Focused Fund category average of 1.60%. The fund ranks #11 of 18 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Focused Fund - Regular Plan - Growth has delivered a CAGR of 12.23% — -0.06 pp behind the Focused Fund category average of 12.29%. The fund ranks #8 of 17 in its category — the second (Q2) quartile.

Edelweiss Focused Fund - Regular Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Edelweiss Focused Fund - Regular Plan - Growth exactly 3 years ago would be worth approximately ₹141,348 today — a multiplier of 1.41×, based on the 3-year CAGR of 12.23%. The category average over the same window would have grown ₹1 lakh to ₹141,591.

A ₹10,000 monthly SIP in Edelweiss Focused Fund - Regular Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹395,111 today. That's an XIRR (money-weighted annualised return) of 6.14%.

Edelweiss Focused Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹395,111 — XIRR 6.14%.

On a 3-year basis, Edelweiss Focused Fund - Regular Plan - Growth ranks #8 out of 17 funds in the Focused Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.29%; this fund delivered 12.23%.

The worst peak-to-trough decline Edelweiss Focused Fund - Regular Plan - Growth has experienced over the last 3-year window is 17.82% — its NAV fell from a high on 26 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Edelweiss Focused Fund - Regular Plan - Growth averaged 16.29% (best 17.93%, worst 12.23%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.44 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Focused Fund - Regular Plan - Growth returned 2.71% — lagging the Focused Fund category average of 3.22% by 0.51 pp. It ranked #10 of 18 in its category that year.

Edelweiss Focused Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss Focused Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.