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Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
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2/5 selectedEdelweiss Focused FundSBI Focused Fund Dir Plan Gr
Portfolio overlap
lower = better diversificationEdelweiss Focused × SBI Focused14.4%3 shared stocks · low
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | 3.4% | 14.6%BEST | ||
3Y return | 13.9% | 16.5%BEST | ||
5Y return | — | 12.6%BEST | ||
Since launch | 15.1% | 15.7%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +0.7% | +11.8%BEST | ||
3Y vs index | +2.5% | +5.1%BEST | ||
5Y vs index | — | +2.4%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.64 | 0.82BEST | ||
Sortino ratio | 0.69 | 1.17BEST | ||
Std deviation | 15.41 | 13.91BEST | ||
Alpha | 2.12 | 4.73BEST | ||
Beta | 0.96 | 0.82 | ||
| Cost & size | ||||
Expense ratio | 0.85% | 0.84%BEST | ||
Fund size | ₹1.0k Cr | ₹50.0k CrBEST | ||
Portfolio P/E | 26.89 | 22.79BEST | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Trideep Bhattacharya, Sumanta Khan | Rama Iyer Srinivasan | ||
Benchmark | Nifty 500 TRI | BSE 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 26 Jul 2022 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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