Edelweiss US Technology Equity FoF RegGr

Edelweiss US Technology Equity FoF RegGr Fund Details and Key Information

Edelweiss US Technology Equity FoF RegGr is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹3349.75 Cr

• Expense Ratio: 2.39%

• Cash Holding: 4.59%

• Plan Type: Growth

• Benchmark: Russel 1000 Equal Weighted Technology

• Launch Date: 2020-03-02

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Edelweiss US Technology Equity FoF RegGr Returns and Performance

Edelweiss US Technology Equity FoF RegGr has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 2.62%

• 3 Months: -4.61%

• 6 Months: -5.46%

• 1 Year: 27.29%

• 3 Years: 1.10%

• 5 Years: 0.79%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Edelweiss US Technology Equity FoF RegGr Risk Level and Volatility

Understanding risk is important before investing. Edelweiss US Technology Equity FoF RegGr falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Edelweiss US Technology Equity FoF RegGr Portfolio Allocation

The asset allocation of Edelweiss US Technology Equity FoF RegGr shows how investments are distributed across asset classes.

• Equity Allocation: 95.41%

• Cash Allocation: 4.59%

This allocation plays a key role in determining the fund’s risk and return profile.

Edelweiss US Technology Equity FoF RegGr Sector Allocation

Edelweiss US Technology Equity FoF RegGr diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Communication Services: 17.10%

• Consumer Cyclical: 14.23%

• Financial Services: 5.99%

• Healthcare: 1.99%

• Industrials: 0.43%

• Technology: 55.66%

Sector allocation data helps investors understand which industries the fund is focusing on.

Edelweiss US Technology Equity FoF RegGr Fund House

Edelweiss US Technology Equity FoF RegGr is managed by:

AMC Name: Edelweiss Asset Management Limited

A strong fund house with a proven track record can improve investor confidence.

Edelweiss US Technology Equity FoF RegGr Minimum Investment

Investors can start investing in Edelweiss US Technology Equity FoF RegGr with:

Minimum Investment: ₹100

This makes the fund accessible for both beginners and experienced investors.