Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_150376

Edelweiss Focused Fund - Direct Plan - Growth

Equity Scheme - Focused Fund

Back to Home
End Amount
₹16,411.69
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.38%
MF_150376 Return
Benchmark CAGR
8.08%
Nifty 50
Inflation Adj. CAGR
7.84%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.07
Volatility vs Benchmark
Sharpe Ratio
0.48
Risk-Adjusted Return
Sortino Ratio
0.70
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 63% 21% 12%
60 days 70% 13% 8%
90 days 76% 11% 7%
180 days 78% 9% 4%
1Yr 80% 8% 3%
3Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss Focused Fund - Direct Plan - Growth Nifty 50
30 days -19.4% | -59.6% | 15.9% | 183.6% 26.6% | -53.2% | 9.8% | 143.5%
60 days -46.1% | -45.8% | 14.1% | 115.2% -23.0% | -40.9% | 8.2% | 87.5%
90 days -33.4% | -34.7% | 14.1% | 79.0% -25.0% | -30.6% | 11.8% | 59.4%
1 Year -7.6% | -4.2% | 13.1% | 45.4% -10.0% | -7.6% | 10.1% | 31.1%
3 Years 11.9% | 11.2% | 18.0% | 20.4% 7.7% | 6.1% | 12.6% | 15.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 13, 2022 Nov. 5, 2022 53 days 7% Nifty 50: 7% 10579 9867 10626
Dec. 1, 2022 May 6, 2023 156 days 7% Nifty 50: 10% 10773 10005 10776
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 12357 11563 12426
July 31, 2024 Aug. 20, 2024 20 days 5% Nifty 50: 4% 17081 16215 17122
Sept. 26, 2024 Jan. 2, 2026 463 days 17% Nifty 50: 15% 18060 14964 18086
Feb. 11, 2026 Aug. 1, 2026 171 days 13% Nifty 50: 14% 18101 15673 18145
Aug. 25, 2026 Oct. 30, 2026 66 days 12% Nifty 50: 9% 18241 16047 16412