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

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Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

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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	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Fund	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3598 Cr	₹182 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Mar 2020	07 Aug 2013
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	Russel 1000 Equal Weighted Technology	BSE India Bond Index
Turn Over	18%	18%
Expense Ratio	2.35	2.33
Manager	Bhavesh Jain	Bhavesh Jain
ISIN Code	INF754K01LC5	INF843K01ED9
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	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Month	6.43%	0.33%
6 Month	47.93%	16.99%
1 Year	45.56%	10.06%
3 Year	38.59%	11.83%
5 Year	19.73%	16.24%

SIP Return Analysis

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
6 Month	11.33%	5.42%
1 Year	40.33%	13.22%
3 Year	33.87%	13.17%
5 Year	22.75%	11.97%

Rolling Lumpsum Returns

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Year	29.08%	9.08%
3 Year	9.54%	9.77%
5 Year	17.6%	11.4%

Risk Management

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Standard Deviation	24.74%	12.43%
Sharp	1.13%	0.44%
Beta	-	0.81%
Alpha	-	-6.98%

Fund Managers

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Name	Bhavesh Jain	Bhavesh Jain
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	22	22
	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Others	100	100

Sector Allocation

Scheme Name	Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Others	100	100

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