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  • Edelweiss Asset Management Limited
  • 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

18.5605

NAV (Apr 20)

Scripbox Opinion

Neutral

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 an Extended history for analysis and the track record is excellent.

Relative Size

1,106 Cr. Medium within the category

Category View

Poor. The category has an undesirable 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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    Recommended Duration 1 - 5 years
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    No Lock-in
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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

2.37 %

Expense Ratio

Mar 02, 2020

Launched (1y ago)

₹ 1,106

AUM in Crores

INF754K01LC5

ISIN

No Lock-in

Lock-in

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

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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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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Comparison with International Equity Funds

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DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

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Franklin India Feeder Franklin U S Opportunities Fund (DP-A)

Franklin India Feeder Franklin U S Opportunities Fund (DP-A)

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DSP US Flexible Equity Fund (DP-A)

DSP US Flexible Equity Fund (DP-A)

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Top Ranked

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5

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Franklin India Feeder Franklin U S Opportunities Fund (DR-A)

Franklin India Feeder Franklin U S Opportunities Fund (DR-A)

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Top Ranked

9 Years

Age

5

Track Record

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 22,187 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 28 equity,92 debt and 24 hybrid funds.

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    022-40933400
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    emfhelp@edelweissfin.com
  • Edelweiss Liquid Retail fund (G)

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    Edelweiss Large Cap C fund (G)

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    Edelweiss Liquid Fund Unclaimed Redemption Plan Upto 3 years (G)

    Edelweiss Liquid Fund Unclaimed Redemption Plan Upto 3 years (G)

    Liquid

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    Fund Size

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    3Y returns

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

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    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 75.7% 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 2021-04-20 is ₹ 18.5605. The total AUM (Asset Under Management) of the fund as of 2021-04-21 is ₹ 1105.683. The category risk of the Edelweiss US Technology Equity Fund of Fund (G) fund is Very High Risk. The fund charges 2.37 % as expense ratio.

    Edelweiss US Technology Equity Fund of Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 93.3% 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

    Edelweiss US Technology Equity Fund of Fund (G) Review

    Edelweiss US Technology Equity Fund of Fund (G) has a score of 2 on a scale of 5. The fund scores 5 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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