Edelweiss Focused Fund
Direct · Growth ₹18.12
18 Aug 2026
NAV
17.8%
3Y CAGR
18.1%
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.
5.77
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.
0.68%
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 | ₹12.75 L | 19.0% | -18.6% | 61.3% |
| 3 Years | ₹36.00 L | ₹44.27 L | 13.0% | 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 | 19.0% | 14.4% | 17.0% | +4.6% |
| 3 Years | 13.0% | 11.1% | 16.4% | +1.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.9% | 14.6% | -6.6% | 50.0% | 0.77 | 4.11 | 92% | — | — |
| 3 Years | 17.8% | 18.4% | 13.3% | 20.8% | 5.77 | — | 100% | — | — |
-17.1%
Max Drawdown
6 mo
Drawdown Duration
9 mo
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
1.10
1Y
1.04
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.81 | 1.07 | 108.9% | 97.4% | 5.3% | -2.9% |
| 3 Years | +7.60 | 1.05 | 108.6% | 99.4% | 15.4% | 7.8% |
| 5 Years | +5.75 | 1.02 | 104.7% | 95.5% | 12.6% | 6.8% |
| 7 Years | +4.04 | 1.02 | 104.7% | 95.5% | 8.8% | 4.8% |
| 10 Years | +2.80 | 1.02 | 104.7% | 95.5% | 6.1% | 3.4% |
| 12 Years | +2.34 | 1.02 | 104.7% | 95.5% | 5.0% | 2.8% |
| 15 Years | +1.88 | 1.02 | 104.7% | 95.5% | 4.0% | 2.2% |