Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | — | 1.39 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | — | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Russell 1000 Equal Weighted Technology Index |
FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Edelweiss US Technology Equity FOF | 42.09% | 7.02% | 22.03% |
Motilal Oswal Nasdaq 100 FOF | 37.94% | 13.21% | 23.76% |
Franklin India Feeder - Franklin U.S. Opportunities Fund | 48.85% | 6.79% | 17.90% |
Kotak NASDAQ 100 FoF | 41.12% | 14.40% | 15.99% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Others
Holdings
98.74 %
Holdings
1.72 %
Holdings
0.00 %
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
48
Total AUM
₹ 1,03,985.90 Cr.
Bhavesh Jain
AUM: ₹38,683.29 Cr.
|
Exp: 5yrs
Bharat Lahoti
AUM: ₹25,806.60 Cr.
|
Exp: 9yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Updates and Insights on US Technology Fund | Webinar | Edelweiss Mutual Fund
10 months ago•Edelweiss Mutual Fund
Update on Edelweiss US Technology Equity Fund of Fund | Edelweiss Mutual Fund
2 years ago•Edelweiss Mutual Fund
Update on Edelweiss US Technology Equity Fund of Fund | Edelweiss Mutual Fund
2 years ago•Edelweiss Mutual Fund
Edelweiss Mutual Fund Open House | Session 2 | International Funds
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3 years ago•Edelweiss Mutual Fund
Top 3 Best International Fund For 2021 I इस Volatile Market में उठाये International Fund का फायदा !
3 years ago•Banking Mastery
Edelweiss US Technology Equity Fund of Fund Review
4 years ago•freefincal - Prudent DIY Investing
Returns
Fund has been able to generate better returns compared to other funds in the same category