Edelweiss Focused Equity Fund
Edelweiss Focused Equity Fund is an open-ended
equity fund that will invest your money in a maximum of 30 stocks across market
capitalisation. It’s a multi-cap portfolio that will follow a benchmark and
sector-agnostic approach. This fund will allow you to invest in 3 timeless
opportunities – 1) Brands 2) Market share gainers and 3) Innovators.
NFO Dates
New Fund Offer Opens On: July 12, 2022
New Fund Offer Closes On: July 25, 2022
Minimum application amount: during NFO period
purchase 5000
Exit Load: 1% upto 365 days. NIL after
completion of 365 days
Type of the Scheme
An open-ended equity scheme investing in
maximum 30 stocks across market capitalization
Investment 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 across market capitalisation. 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.
Investment strategy
A focus portfolio of 25 to 30 stocks with
strong business models
Benchmark and sector agnostic approach
Multi-cap portfolio.
Investing Ideology
Brands: Buy Established & Emerging
brands across B2B and B2C segments
Market share gainers: Buy market-share
leaders and emergingmarket-share gainers
Innovators: Buy Innovators, Adaptors and
Enablers of change in business dynamics
How are Focused Equity Funds different from Flexi Cap Funds?
Focused Equity
Funds invest in high conviction and more concentrated strategies as compared to
Flexi Cap Funds. Focused Equity Funds invest in up to 30 companies of all
market cap sizes, whereas in Flexi Cap Funds, there is no such restriction. In
Focused Equity Funds, the returns may be more rewarding than the Flexi Cap
Funds since the former follows a concentrated investing approach but at the
same time they can be more volatile.
This product is suitable for investors who are seeking*
Long term capital appreciation
To generate income by investing in equity
and equity related instruments and derivative
segment of up to 30 companies.
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