Edelweiss Focused Fund - Regular Plan - IDCW

Scheme Objective

The investment objective of the fund is to generate long term capital appreciation by investing in equity and equity related instruments of upto 30 companies with focus in multi-cap space. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Scheme Details

• Fund manager(s) – Amit Vora , Sumanta Khan , Raj Koradia , Trideep Bhattacharya
• Launch date – 01-Aug-2022
• Expense ratio – 2.18% as declared on 31-Oct-2025 (category average is 2.01%)
• Benchmark - Nifty 500 TRI

• Min SIP amount - ₹500
• Min investment amount (one time- first time) - ₹5000
• Min investment amount (addtional purchase) - ₹500
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Edelweiss Focused Fund - Regular Plan - IDCW charges 1.0% of sell value; if fund sold before 90 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details