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

Edelweiss US Technology Equity Fund of Fund (Growth)

International EquityUS Equity
Top Ranked

22.3671

NAV (May 24)

21%
Till Date CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within us equity mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.3671

NAV (May 24)

Fund Returns

Last 1Y
43%
Last 3Y
9.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
21%
6 Month CAGR
19%

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.

Expense Ratio
2.32
Launched (4y ago)
Mar 02, 2020
AUM in Crores
2152.905
ISIN
INF754K01LC5
Lock-in
No Lock-in
Benchmark
Russel 1000 Equal Weighted Technology
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
27.9
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.133
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Bhavesh Jain

Fund Manager

Bharat Lahoti

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss US Technology Equity Fund of Fund (Growth)70%9,14,458 1,81,8469.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Stock Holdings

jpm us technology i (acc) usd

99.9%
99.9%

clearing corporation of india ltd.

0.5%
0.5%

net receivables/(payables)

0.4%
0.4%

accrued interest

0%
0%
See all holdings

Comparison with International Equity Funds

Fund NameFund SizeOutperformance Consistency
Kotak NASDAQ 100 Fund of Fund (G)
Kotak NASDAQ 100 Fund of Fund (G)

₹ 2,891 cr

₹ 3,055 cr

₹ 3,055 cr

₹ 3,055 cr

₹ 93 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 95,243 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.6%

5.3%

5.8%

7.3%

-

5.7%

5.8%

7.3%

5.6%

5.3%

Edelweiss US Technology Equity Fund of Fund (G) Review

Edelweiss US Technology Equity Fund of Fund (G) is a US Equity International Equity fund and has delivered an annualised return of 21% over a period of 4 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain.

Nav of Edelweiss US Technology Equity Fund of Fund (G) as of 5/24/2024 is ₹22.37 with the total AUM as of 5/27/2024 is ₹2152.905. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss US Technology Equity Fund of Fund (G) was launched on Mar 02, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Edelweiss US Technology Equity Fund of Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Edelweiss US Technology Equity Fund of Fund (G)?

Edelweiss US Technology Equity Fund of Fund (G) is a US Equity International Equity scheme predominantly investing across International Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss US Technology Equity Fund of Fund (G)?

You can invest in Edelweiss US Technology Equity Fund of Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss US Technology Equity Fund of Fund (G)?

The minimum sip amount for Edelweiss US Technology Equity Fund of Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss US Technology Equity Fund of Fund (G) good to invest in?

As per Scripbox experts, Edelweiss US Technology Equity Fund of Fund (G) is a Top Ranked fund. You can investEdelweiss US Technology Equity Fund of Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss US Technology Equity Fund of Fund (G)?

The expense ratio of the Edelweiss US Technology Equity Fund of Fund (G) is 2.32% for regular plan.