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Scheme Information
Investment Objective
The primary investment objective of the scheme is to seek to provide long term capital growth by investing predominantly in JPMorgan Funds – US Technology Fund,an equity fund which invests primarily in US technologycompanies with strong fundamentals. 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.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Edelweiss Asset Management Limited manages assets worth 30,589 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Edelweiss US Technology Equity Fund of Fund (G)
About Edelweiss US Technology Equity Fund of Fund (G)
Edelweiss US Technology Equity Fund of Fund (G) is a international - sectoral / thematic international equity fund and has delivered an annualised return of 60.5% over a period of 1 years ..The fund is managed by Edelweiss Asset Management Limited.The fund managers are Bhavesh Jain, Hardik Varma
Edelweiss US Technology Equity Fund of Fund (G) Investment Objective
The primary investment objective of the scheme is to seek to provide long term capital growth by investing predominantly in JPMorgan Funds – US Technology Fund,an equity fund which invests primarily in US technologycompanies with strong fundamentals. 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. However, there is no assurance that the objective of the scheme will be realized.
Edelweiss US Technology Equity Fund of Fund (G) NAV,AUM,Risk
The Edelweiss US Technology Equity Fund of Fund (G) fund was launched on Mar 02, 2020. The NAV (Net Asset Value) of this international - sectoral / thematic international equity as of 2021-07-30 is ₹ 19.493. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 1701.454. The category risk of the Edelweiss US Technology Equity Fund of Fund (G) fund is Very High Risk.
The fund charges 2.35 % as expense ratio.
Edelweiss US Technology Equity Fund of Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 97.9% in this asset class. The top three holdings of the fund are jpm us technology i2 (acc) usd,clearing corporation of india ltd. and net receivables/(payables)
Edelweiss US Technology Equity Fund of Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Edelweiss US Technology Equity Fund of Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Russel 1000 Equal Weighted Technology
Edelweiss US Technology Equity Fund of Fund (G) Review
Edelweiss US Technology Equity Fund of Fund (G) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss US Technology Equity Fund of Fund (G) has a score of 3 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
