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Fund of Funds (Overseas)📊 Russell 1000 Equal Weighted Technology Index

Edelweiss US Technology Equity Fund of Fund · Regular · Growth

Edelweiss Mutual Fund

#20 of 52 (1Y)

NAV

₹40.5990

as of 16 Jun 2026

Expense Ratio

1.61%

AUM

₹3,487 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+47.42%
3Y
+31.14%
5Y
+17.31%
Since Inception
+24.86%

SIP returns (XIRR)

1Y
+54.48%
3Y
+36.26%
5Y
+28.73%
Since Inception
+25.14%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹37,500

Invested

₹77,715

Value today

23.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,825

Value today

23.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,75,000

Withdrawn

₹30,47,541

Corpus left

+₹24,22,541 net gain — withdrew ₹3,75,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹16,99,098

Value today

-26.0%

vs lumpsum

Direct lumpsum would have beaten STP by 26.0% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹4,73,599

Value today

4.7×

Multiple

Staying invested through that crash turned ₹1L into ₹4,73,599 — a 4.7× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

1.06

Sharpe Ratio

Alpha

Beta

0.98

Sortino

29.25%

Std Dev

-31.59%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:Russell 1000 Equal Weighted Technology Index

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkRussell 1000 Equal Weighted Technology Index
Launch Date05 Mar 2020
AMFI Code148064
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadIf the Units are redeemed / switched on or before 365 days from the date of allotment 1.00% If the Units are redeemed / switched out after 365 days from the date of allotment Nil

Available transactions

SIPRedeemSWPSwitchSTPDemat

Investment Objective

Edelweiss US Technology Equity Fund of Fund · Regular · Growth by Edelweiss Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

Edelweiss US Technology Equity Fund of Fund · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹3,487 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Russell 1000 Equal Weighted Technology Index. The current expense ratio is 1.61%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations