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

Edelweiss US Technology Equity Fund of Fund (Growth)

International EquityInternational - Sectoral / Thematic

13.1395

NAV (Nov 25)

10.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

13.1395

NAV (Nov 25)

Fund Returns

Last 1Y

-37.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

10.6%

6 Month CAGR

1%

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

2.37

Launched (2y ago)

Mar 02, 2020

AUM in Crores

1518.455

ISIN

INF754K01LC5

Lock-in

No Lock-in

Benchmark

Russel 1000 Equal Weighted Technology

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Bhavesh Jain

Fund Manager

Bharat Lahoti

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

jpm us technology i (acc) usd

100%
100%

net receivables/(payables)

0.4%
0.4%

clearing corporation of india ltd.

0.4%
0.4%

accrued interest

0%
0%
See all holdings

Compare Edelweiss US Technology Equity Fund of Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 2,939 cr

₹ 2,370 cr

₹ 2,939 cr

₹ 2,939 cr

₹ 2,370 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.7%

    10.4%

    20.1%

    11.9%

    4%

    9.7%

    4.1%

    5.8%

    8.5%

    4.5%

    Edelweiss US Technology Equity Fund of Fund (G) Review

    Edelweiss US Technology Equity Fund of Fund (G) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of 10.6% over a period of 2 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 11/25/2022 is ₹13.14 with the total AUM as of 11/26/2022 is ₹1518.455. 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 International - Sectoral / Thematic International Equity scheme predominantly investing across International Equity stocks 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 Not Reviewed Yet 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 2.37% for regular plan.