What is the 3-year rolling return of Edelweiss Focused Fund?

Across 300 overlapping 3-year holding periods between 3 August 2022 and 16 October 2026, the Direct plan of Edelweiss Focused Fund returned an average of 17.07% a year, with a median of 18.10%. The best 3-year stretch returned 20.73% a year and the worst returned 10.53%.

Has Edelweiss Focused Fund ever lost money over 3 years?

No. Every one of the 300 3-year holding periods in this fund's history ended in profit. The weakest returned 10.53% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Edelweiss Focused Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 17.07% a year on the Direct plan against 15.21% on the Regular plan, a difference of 1.86% a year.

What is the 1-year rolling return of Edelweiss Focused Fund?

Across 792 overlapping 1-year holding periods between 3 August 2022 and 16 October 2026, the Direct plan of Edelweiss Focused Fund returned an average of 17.69% a year, with a median of 13.04%. The best 1-year stretch returned 49.88% a year and the worst returned -6.60%.

Edelweiss Mutual Fund

Edelweiss Focused Fund — rolling returns

Focused · NAV data as of 16 October 2026

1,035 daily NAV records since 3 August 2022

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 300 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

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Direct plan · showing data from 3 August 2022 to 16 October 2026

This range is too short for a 5-year holding period. It needs at least 5 years of NAV data; the selected range covers 3 August 2022 to 16 October 2026. Pick a shorter period or widen the range.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Edelweiss Focused Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	17.69%	17.07%	—	—	—
Median	13.04%	18.10%	—	—	—
Minimum	-6.60%	10.53%	—	—	—
Maximum	49.88%	20.73%	—	—	—
Std deviation	16.17%	2.60%	—	—	—
Consistency
Above 0%	90.03%	100.00%	—	—	—
Above 8%	60.86%	100.00%	—	—	—
Above 12%	52.40%	94.67%	—	—	—
Above 15%	46.46%	76.33%	—	—	—
Coverage
Windows computed	792	300	—	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share.

5-year rolling returns for Edelweiss Focused Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	—	—
Best window	—	—
Worst window	—	—
Windows computed	—	—

Common questions about Edelweiss Focused Fund

What is the 3-year rolling return of Edelweiss Focused Fund?: Across 300 overlapping 3-year holding periods between 3 August 2022 and 16 October 2026, the Direct plan of Edelweiss Focused Fund returned an average of 17.07% a year, with a median of 18.10%. The best 3-year stretch returned 20.73% a year and the worst returned 10.53%.
Has Edelweiss Focused Fund ever lost money over 3 years?: No. Every one of the 300 3-year holding periods in this fund's history ended in profit. The weakest returned 10.53% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Edelweiss Focused Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 17.07% a year on the Direct plan against 15.21% on the Regular plan, a difference of 1.86% a year.
What is the 1-year rolling return of Edelweiss Focused Fund?: Across 792 overlapping 1-year holding periods between 3 August 2022 and 16 October 2026, the Direct plan of Edelweiss Focused Fund returned an average of 17.69% a year, with a median of 13.04%. The best 1-year stretch returned 49.88% a year and the worst returned -6.60%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.