₹ 18.5605
NAV (Apr 20)
Neutral
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.
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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Scheme Information
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
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.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with International Equity Funds
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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.
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
5.6%
3Y returns
Diversified
Top Ranked
₹ 667 Cr
Fund Size
7.8%
3Y returns
Money Market
Top Ranked
₹ 250 Cr
Fund Size
8.5%
3Y returns
Large Cap
Top Ranked
₹ 228 Cr
Fund Size
10%
3Y returns
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
5.8%
3Y returns
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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
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.
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.
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)
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.
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) 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.