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

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Sundaram Global Brand Theme - Equity Active FOF Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3598 Cr	₹139 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Mar 2020	22 Aug 2007
Category	Domestic Equity FoF	Domestic Equity FoF
Fund Type	Open Ended	Open Ended
Benchmark	Russel 1000 Equal Weighted Technology	BSE India Bond Index
Turn Over	18%	25%
Expense Ratio	2.35	2.31
Manager	Bhavesh Jain	Rohit Seksaria
ISIN Code	INF754K01LC5	INF903J01EX1
Exits Load	Edelweiss US Technology Equity FOF - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Sundaram Global Brand Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month	6.43%	3.07%
6 Month	47.93%	24.58%
1 Year	45.56%	26.36%
3 Year	38.59%	21.8%
5 Year	19.73%	15.28%

SIP Return Analysis

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month	13.11%	7.38%
1 Year	44.88%	25.82%
3 Year	35.4%	19.13%
5 Year	23.61%	14.96%

Rolling Lumpsum Returns

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year	29.08%	10.89%
3 Year	9.54%	7.89%
5 Year	17.6%	6.59%

Risk Management

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation	24.79%	12.53%
Sharp	1.19%	1.15%
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Name	Bhavesh Jain	Rohit Seksaria
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	22	15
	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

Sector Allocation

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

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