Edelweiss US Technology Equity Fund of Fund- Direct 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 Index
TER: 0.7% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,428.79 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Yes

27.4709

23.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P 500 (INR)
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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 27.7
Sharpe Ratio 0.24
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- Direct Plan- Growth 05-03-2020 16.16 28.72 27.22 18.67 -
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 47.68 28.81 20.47 8.89 10.86
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 41.22 55.65 50.89 - -
Invesco India - Invesco Global Consumer Trends Fund of Fund - Growth 05-12-2020 24.96 19.32 13.62 - -
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 29-09-2022 20.11 28.56 - - -
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option 01-07-2011 19.7 9.31 8.72 11.17 5.74
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan 31-01-2014 18.95 18.61 19.02 17.79 8.05
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 16.52 25.01 23.08 19.09 -
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth 24-02-2014 16.05 16.69 12.16 15.42 10.92
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth 05-05-2014 15.47 19.03 19.69 19.42 9.84

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.7%

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