54
FocusedHold
Edelweiss Focused
Edelweiss · Direct–Growth · rank #12 of 28 by Smart Score
Data updated
Trailing returns
1 Year
5.0%
+2.0% vs index
3 Years
14.2%
+2.6% vs index
5 Years
—
Since launch
15.2%
Year-by-year performance
2023
+32.0%+5.5% vs index
2024
+24.6%+8.9% vs index
2025
+4.8%-2.8% vs index
2026
-0.2%+1.9% vs index
Why this score
Edelweiss Focused scores 54/100 — #12 of 28 Focused fund (Hold). It stands out for expense ratio and sharpe ratio — beating 76% of peers on expense ratio. The main drag is its fund size (better than only 23% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
Expense ratio0.85% · 76th percentile in category
Fund size1044.44 Cr · 23rd percentile in category
3Y return14.19% · 57th percentile in category
Sharpe ratio0.65 · 61st percentile in category
Volatility15.58 · 41st percentile in category
Sortino ratio0.71 · 59th percentile in category
Top holdings
1.ICICI Bank Ltd7.82%
2.HDFC Bank Ltd5.78%
3.Larsen & Toubro Ltd5.58%
4.Reliance Industries Ltd5.41%
5.Marico Ltd4.91%
29 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.