Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3770 Cr | ₹3640 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 02 Feb 2021 | 05 Mar 2020 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | Russel 1000 Equal Weighted Technology |
| Turn Over | 1% | 18% |
| Expense Ratio | 0.61 | 2.35 |
| Manager | Abhishek Bisen | Bhavesh Jain |
| ISIN Code | INF174KA1FR5 | INF754K01LC5 |
| Exits Load | Data not available./365 | Edelweiss US Technology Equity FOF - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 3.84% | 1.97% |
| 6 Month | 17.88% | 12.79% |
| 1 Year | 28.96% | 19.7% |
| 3 Year | 33.6% | 33.72% |
| 5 Year | - | 13.11% |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 6.61% | 2.94% |
| 1 Year | 38.68% | 29.03% |
| 3 Year | 30.04% | 28.5% |
| 5 Year | - | 22.26% |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 24.7% | 28.74% |
| 3 Year | 16.54% | 10.65% |
| 5 Year | - | 17.26% |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 20.12% | 27.68% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Name | Abhishek Bisen | Bhavesh Jain |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 22 |
| Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns24.27%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns21.64%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns22.42%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.86%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.73%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns20.85%
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth
3Y Returns11.13%
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth
3Y Returns11.13%