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

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

Edelweiss Mutual Fund

#22 of 52 (1Y)

₹40.5298

0.65 (+1.63%)

NAV as of 29 May 2026

Option:Growth₹40.5298Growth₹43.0068

Today's NAV — all variants

Regular · Growth

₹₹40.5298

0.65 (+1.63%)

29 May 2026

AMFI: 148064

Direct · Growth

₹₹43.0068

0.69 (+1.64%)

29 May 2026

AMFI: 148063

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.10%
1 Month+14.43%
3 Months+28.28%
6 Months+21.60%
1 Year+44.42%
3 Years (CAGR)+34.26%
5 Years (CAGR)+19.03%
10 Years (CAGR)
Since Inception (Mar 2020)+24.35%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+52.85%
3 Year SIP+35.04%
5 Year SIP+27.30%
Since Inception (Mar 2020)+24.33%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹37,000

Invested

₹80,533

Value today

25.2%

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

₹3,988

Value today

24.9%

CAGR (p.a.)

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

Try Lumpsum Calculator

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

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,70,000

Withdrawn

₹31,82,606

Corpus left

+₹25,52,606 net gain — withdrew ₹3,70,000 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

₹17,70,791

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

₹4,93,814

Value today

4.9×

Multiple

Staying invested through that crash turned ₹1L into ₹4,93,814 — a 4.9× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 6 years

Expense ratio drag on your actual returns

Direct plan

₹80,789

Regular plan

₹78,258

Direct earns ₹2,531 more on a ₹36K investment1.17% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryFund of Funds (Overseas)
Plan Typeregular
Optiongrowth
AUM₹3,487 Cr
Expense Ratio1.61%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkRussell 1000 Equal Weighted Technology Index
Launch Date05 Mar 2020
AMFI Code148064

Risk Metrics

Trailing 1 year, annualised

1.06

Sharpe Ratio

Alpha

Beta

0.96

Sortino

28.99%

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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Investment Objective

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