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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.
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
Moderately Low
Moderate
Moderately High
High
High Risk
2.32%
Expense Ratio
2nd Mar, 2020
Launched (0y ago)
₹
494
AUM in Crores
INF754K01LC5
ISIN
No Lock-in
Lock-in
Russel 1000 Equal Weighted Technology
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Bhavesh Jain
Fund Manager
Hardik Varma
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of 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
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
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 (Growth)
About Edelweiss US Technology Equity Fund of Fund (Growth)
Edelweiss US Technology Equity Fund of Fund (Growth) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of 47.58% over a period of 0 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 (Growth) 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 (Growth) NAV, AUM and Risk
The fund was launched on 2020-03-02. The NAV of the fund as of 2020-10-27 is ₹ 14.78. The total AUM of the fund as of 2020-10-27 is ₹ 494 Cr. The category risk of the fund is High Risk
The fund charges 2.32 % as expense ratio.
Edelweiss US Technology Equity Fund of Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 95.59% in this asset class.
The top three holdings of the fund are jpm us technology i (acc) usd, clearing corporation of india ltd. and net receivables/(payables).
Edelweiss US Technology Equity Fund of Fund (Growth) 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 (Growth) 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.
