Focused · Equity

Edelweiss Focused Fund

Edelweiss Mutual Fund

Benchmark

Nifty 500 TRI

Riskometer

Very High

Size

₹952 cr

Allotted

1 Aug 2022

Holdings as of

Not on record

Edelweiss Focused Fund is a focused fund of Edelweiss Mutual Fund with ₹952 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 2 of 2 periods. Its direct plan charges 0.85% a year. Trideep Bhattacharya has managed it for 4.2 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Edelweiss Focused Fund beaten its benchmark?

Ahead of its benchmark, Nifty 500 TRI, in 2 of 2 periods in AMFI's figures; −4.15% over the last year against −4.30%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−4.90%	−3.60%	—
3 months	−5.44%	−5.03%	—
6 months	−3.85%	−1.83%	—
1 year	−4.25%	−4.06%	−0.19 pts
3 years	+10.85%	+9.27%	+1.58 pts
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 3 Aug 2022	+12.74%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 500 TRI) in 2 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−4.15%	−5.59%	−4.30%	+0.15	🔒
3y	+11.07%	+9.35%	+9.33%	+1.74	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Focused funds, and how steady the lead is, in the app

Value of 100, month-end

Aug 2022 to 14 Oct 2026

Fund 161Nifty 500 TRI 149

₹100 put in at the start of Aug 2022 would be ₹161 on 14 Oct 2026, against ₹149 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Edelweiss Focused Fund cost?

0.85% a year on the direct plan, 2.34% on the regular plan; 5 of 28 funds in its category charge less.

Direct plan

0.85% a year

Category median 1.09%

Regular plan

2.34% a year

Category median 2.22%

Gap

1.49 points

for the same holdings

5 of 28 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Focused Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Edelweiss Focused Fund?

Trideep Bhattacharya, since 1 Aug 2022; Sumanta Khan, since 1 Apr 2024; Mehul Dalmia, since 3 Aug 2026.

Trideep Bhattacharya

4.2 years

since 1 Aug 2022

Sumanta Khan

2.5 years

since 1 Apr 2024

Mehul Dalmia

0.2 years

since 3 Aug 2026

And 1 more; every manager, the other funds each runs and the changes over time are in the app.

Benchmark as filedNIFTY 500 Total Return Index

Exit load

• If the units are redeemed / switched out on or before 90 days from the date of allotment – 1.00% • If the units are redeemed / switched out after 90 days from the date of allotment – Nil

From 1 Scheme Summary Documents filed with NSE, first on 13 Aug 2026; as on 13 Aug 2026

What does Edelweiss Focused Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Edelweiss Focused Fund?

Trideep Bhattacharya (manager) since 1 Aug 2022; Sumanta Khan (manager) since 1 Apr 2024; Mehul Dalmia (manager) since 3 Aug 2026; Amit Vora (manager) since 15 Dec 2023.