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  • Edelweiss US Technology Equity Fund of Fund (Growth)
Edelweiss US Technology Equity Fund of Fund (Growth)

Edelweiss US Technology Equity Fund of Fund (Growth)

International EquityInternational - Sectoral / Thematic

19.493

NAV (Jul 30)

60.5%
Till Date CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in international - sectoral / thematic mutual funds.

However, Scripbox does not recommend investing in international - sectoral / thematic mutual funds.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.

Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.

In addition the investor will need to have the ability, inclination and expertise to monitor the prospects closely.

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

1,702 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.35 %
Launched (1y ago)
Mar 02, 2020
AUM in Crores
₹ 1,702
ISIN
INF754K01LC5
Lock-in
No Lock-in
Benchmark
Russel 1000 Equal Weighted Technology
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Bhavesh Jain

Fund Manager

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Hardik Varma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

International - Others

17 Years

Age

5

Track Record

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About the AMC

Edelweiss Asset Management Limited

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.

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  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Edelweiss Mid Cap Fund (G)

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    Fund Size

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    5 Year CAGR

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    Edelweiss Liquid Fund Retail (G)

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    Edelweiss Flexi Cap Fund (G)

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    ₹ 760 Cr

    Fund Size

    15.30%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Money Market Fund Institutional (G)

    Edelweiss Money Market Fund Institutional (G)

    Money Market

    Top Ranked

    ₹ 315 Cr

    Fund Size

    8.40%

    3 Year CAGR

    3 Y CAGR

    Edelweiss Large Cap Fund C (G)

    Edelweiss Large Cap Fund C (G)

    Large Cap

    Top Ranked

    ₹ 257 Cr

    Fund Size

    13.30%

    5 Year CAGR

    5 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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.

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