Edelweiss Mutual Fund

Edelweiss Focused Equity Fund

By Rajendra

Oct 20, 2022

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Scheme Analysis

Category 

Focused

Inception

Aug 1, 2022

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 420 Cr

Fund Manager

 Trideep Bhattacharya & Abhishek Gupta

Thick Brush Stroke

Edelweiss Focused Equity Fund

Fund maintain a focused portfolio of 25 to 30 stocks with strong business models

Investment Strategy

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Top 5 Holding

ICICI Bank

Infosys

HDFC Bank

SBI

Axis Bank

8.42

6.15

5.65

4.62

4.47

Total 29.31

Multi Cap portfolio approach which gives us the flexibility to leverage opportunities across the large , mid , small cap space

Investment Strategy

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Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

76.72%

19.89%

Edelweiss Focused Equity Fund

Small Cap

3.39%

1)Brands : Established and emerging brands that hold sway with their customers

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investment opportunities

Financial Service

Capital Goods

IT

Top 5 Sector

34.93

9.31

7.88

7.24

6.18

Automobile

Consumer Durable

Market share Gainers : Established & emerging companies that either have significant market share

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investment opportunities

Innovators:Businesses that are drivers, adaptors & enablers to Innovation

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investment opportunities