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  • Edelweiss Mutual Fund
  • Edelweiss Technology Fund (G)
Edelweiss Mutual Funds

Edelweiss Technology Fund (G)

EquitySectoral / Thematic - Technology

12.1653

NAV (Oct 14)

21.653%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.1653

NAV (Oct 14)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
21.7%
6 Month CAGR
22.2%

Scheme Information

Investment Objective

The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity-related securities of technology & technology-related companies.

Expense Ratio
2.33
Launched (0y ago)
2.33
AUM in Crores
652.4
ISIN
INF754K01SG1
Lock-in
-
Benchmark
BSE Teck Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Amit Vora

Fund Manager

Raj Koradia

Fund Manager

Sahil Shah

Fund Manager

Sumanta Khan

Fund Manager

Trideep Bhattacharya

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Technology Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-08

Top Stock Holdings

Infosys Ltd.

9.6%
9.61%

Bharti Airtel Ltd.

8.6%
8.62%

Apple Inc. (USA)

5.3%
5.32%

Microsoft Corportion (US)

4.8%
4.82%

Tech Mahindra Ltd.

4.7%
4.67%
See all holdings

Allocation by Sector

Technology

50.2%
50.23%

Capital Goods

15.7%
15.67%

Communication

11.5%
11.47%

Services

9.2%
9.16%

Consumer Discretionary

5.3%
5.32%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Edelweiss Mutual Fund

Edelweiss Asset Management Company was established in August 2008. They manage a total AUM of Rs. 11,841 invested in over 84 schemes with over 11 distribution centres accross the Country. They offer various products in equity,debt and liquid categories.amc-img
phone-img+91 22 4093 3400
Fund NameScripbox Opinion
Till Date CAGR

-

6.6%

6.4%

5.9%

6.5%

7.6%

8.7%

16.6%

11.5%

11.3%

Edelweiss Technology Fund (G) Review

Edelweiss Technology Fund (G) is a Sectoral / Thematic - Technology Equity fund and has delivered an annualised return of 21.653% over a period of 0 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Amit Vora, Raj Koradia, Sahil Shah, Sumanta Khan, Trideep Bhattacharya.

Nav of Edelweiss Technology Fund (G) as of 10/14/2024 is ₹12.17 with the total AUM as of 10/16/2024 is ₹652.4046. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Technology Fund (G) was launched on 2024-03-06. The category risk of the fund is null.

The minimum SIP amount for Edelweiss Technology Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Edelweiss Technology Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Teck Total Return Index.

It is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Technology Fund (G).

Frequently Asked Questions

What is Edelweiss Technology Fund (G)?

It is a Sectoral / Thematic - Technology Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Technology Fund (G)?

You can invest in Edelweiss Technology Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss Technology Fund (G)?

The minimum sip amount for Edelweiss Technology Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss Technology Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss Technology Fund (G)?

The expense ratio of the Edelweiss Technology Fund (G) is 2.33% for regular plan.

What is the NAV of Edelweiss Technology Fund (G)?

Today's Edelweiss Technology Fund (G) NAV is ₹12.17.