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: 2.35% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,292.64 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 90 days.

20.8404

21.68%

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 27.87
Sharpe Ratio 0.27
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 45.75 18.98 3.58 - -
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 97.86 48.92 - - -
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 07-09-2022 42.73 - - - -
BANDHAN US EQUITY FUND OF FUND - GROWTH - REGULAR PLAN 20-08-2021 40.04 19.79 - - -
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 39.61 21.39 11.64 21.0 -
Navi NASDAQ 100 Fund of Fund- Regular- Growth 05-03-2022 39.59 18.19 - - -
DSP Global Innovation Fund of Fund - Regular - Growth 14-02-2022 38.83 18.49 - - -
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Regular Plan - Growth 21-04-2022 38.66 20.83 - - -
Nippon India Taiwan Equity fund- Regular Plan- Growth Option 06-12-2021 38.36 14.5 - - -
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 05-02-2012 38.27 13.33 4.07 13.92 14.09

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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