Edelweiss Focused Fund
Direct · Growth ₹17.69
21 Jul 2026
NAV
18.1%
3Y CAGR
18.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.44
Sharpe
-17.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.79 L | 19.4% | -18.6% | 61.3% |
| 3 Years | ₹36.00 L | ₹44.49 L | 13.3% | 3.3% | 21.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.4% | 14.5% | 17.1% | +4.9% |
| 3 Years | 13.3% | 11.2% | 16.5% | +2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.2% | 15.2% | -6.6% | 50.0% | 0.79 | 4.23 | 92% | — | — |
| 3 Years | 18.1% | 18.6% | 13.7% | 20.8% | 6.44 | — | 100% | — | — |
-17.1%
Max Drawdown
6 mo
Drawdown Duration
9 mo
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
1.12
1Y
1.06
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.55 | 1.07 | 108.7% | 101.4% | 1.4% | -3.4% |
| 3 Years | +7.05 | 1.05 | 107.7% | 99.2% | 13.7% | 6.7% |
| 5 Years | +5.09 | 1.02 | 104.4% | 96.1% | 12.0% | 6.9% |
| 7 Years | +3.59 | 1.02 | 104.4% | 96.1% | 8.4% | 4.9% |
| 10 Years | +2.50 | 1.02 | 104.4% | 96.1% | 5.8% | 3.4% |
| 12 Years | +2.09 | 1.02 | 104.4% | 96.1% | 4.8% | 2.8% |
| 15 Years | +1.68 | 1.02 | 104.4% | 96.1% | 3.8% | 2.2% |