Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

Fund House: Edelweiss Mutual Fund
Category: Fund of Funds-Overseas
Launch Date: 05-03-2020
Asset Class: Equity
Benchmark: Russel 1000 Equal Weighted Technology
TER: 2.32% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,152.9 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 90 days.

22.2007

23.22%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide long term capital growth by investing predominantly in JPMorgan Funds - US Technology Fund, an equity fund which invests primarily in US technology companies with strong fundamentals.

Current Asset Allocation (%)

Indicators

Standard Deviation 27.9
Sharpe Ratio 0.14
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth 05-03-2020 48.57 29.0 10.7 - -
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 82.44 55.97 26.17 - -
DSP Global Innovation Fund of Fund - Regular - Growth 14-02-2022 46.07 25.22 - - -
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 07-09-2022 44.54 - - - -
BANDHAN US EQUITY FUND OF FUND - GROWTH - REGULAR PLAN 20-08-2021 42.13 26.08 - - -
SBI International Access - US Equity FoF - Regular Plan - Growth 22-03-2021 41.29 20.7 13.16 - -
Navi NASDAQ 100 Fund of Fund- Regular- Growth 05-03-2022 40.87 27.05 - - -
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 40.15 26.33 15.24 22.93 -
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 05-02-2012 40.03 23.74 9.3 15.71 15.08
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth 02-02-2021 40.02 26.77 16.08 - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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