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Edelweiss Focused Fund - Direct Plan - IDCW

Edelweiss · International
High
₹16.08
Current NAV
25 Jun 2026
24.1%
1Y Return
17.1%
3Y CAGR
14.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.91%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.31).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.81).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.31
Sharpe Ratio
1.21
Beta
3.81
Alpha
1.72
Sortino
Fund Details
Fund House Edelweiss
Category International
AUM ₹6860 Cr
Expense Ratio 0.91%
Min SIP ₹500
Min Lumpsum ₹1000
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