March 28, 2026
RA Jainee
Edelweiss US Technology Equity FoF
| Fund at a Glance | |
| NAV Growth (Rs.) | 34.8 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | Russel 1000 Equal Weighted Technology |
| AUM Rs. | 3,350 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.73% |
| 1 Year Return (%) | 26.23 |
| 3 Year Return (%) | 30.28 |
| 5 Year Return (%) | 13.10 |
| 10 Year Return (%) | — |
| Return Since Launch | 21.71% |
⚖️ Sahifund Review – Edelweiss US Technology Equity FoF ✔
PLUS: Stability, track record, cost efficiency
Edelweiss US Technology Equity FoF is a high-conviction international growth fund that gives Indian investors direct exposure to the US technology innovation cycle. The fund has delivered very strong return consistency in recent years, with 26.23% 1-year return and an impressive 30.28% 3-year CAGR, making it one of the stronger global thematic performers. Its minimum SIP of just Rs. 100 makes global tech investing accessible even for small investors. Compared to many active international options, the expense ratio of 0.73% is fairly reasonable for a niche overseas thematic FoF. The category itself remains highly relevant for investors seeking portfolio diversification beyond India and participation in long-term global technology leaders. For investors with a long horizon and high risk appetite, this fund can work well as a satellite SIP allocation in a diversified portfolio.
MINUS: Large AUM, large-cap bias, momentum lag
This is still a thematic technology fund, which means returns can be extremely volatile and heavily dependent on sentiment around US tech stocks and interest rates. Since it is a Fund of Fund, investors also face an extra layer of structure and indirect cost, even if the visible expense looks manageable. The fund lacks a 10-year performance history, so its ability to perform across multiple global cycles remains partly untested. Its 5-year return of 13.10% is decent but not category-leading, especially when compared with lower-cost passive Nasdaq or US-specific alternatives. There is also a high concentration risk in one sector and one geography, which can lead to deep drawdowns when US tech underperforms. Currency fluctuations and global macro events can further amplify return swings, making this fund unsuitable for conservative or short-term investors.
Sahifund View (Decisive Line):
A powerful long-term SIP bet on global technology, but strictly for investors who can handle high volatility and thematic concentration risk.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
International funds are suitable for investors:
1. Seeking exposure in shares of foreign companies for diversification
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly
Fund’s Investment Strategy:
The scheme seeks to provide long term capital growth by investing predominantly in JPMorgan Funds – US Technology Fund, an equity fund which invests primarily in US technology companies with strong fundamentals.
Fund Manager:
1) Bharat Lahoti
Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience: Prior to joining Edelweiss Asset Management Limited as a Fund Manager – Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager – Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
2) Bhavesh Jain
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Edelweiss US Technology Equity FoF
| Fund House | Edelweiss Mutual Fund |
| Launch Date | 05-Mar-20 |
| Return Since Launch | 21.71% |
| Benchmark | Russel 1000 Equal Weighted Technology |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 3,350 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.73% |
| (As on 28-Feb-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Edelweiss US Technology Equity FoF
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Edelweiss US Technology Equity FoF Dir | -5.45 | 1.08 | 4.04 | -3.90 | -2.76 | 26.23 | 30.28 | 13.10 | — | — |
| BSE 500 TRI | -9.26 | 0.79 | -8.00 | -7.84 | -7.54 | 7.32 | 15.26 | 12.93 | — | — |
Peer Comparison of Edelweiss US Technology Equity FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Edelweiss US Technology Equity FoF Dir | Unrated | 26.23 | 30.28 | 13.10 | 0.73 | 3,350 | 21.71 | 1.00 (90) | 6Y | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 20.65 | 28.96 | 17.97 | 0.22 | 5,882 | 23.33 | 1.00 (15) | 7Y 3M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 15.83 | 22.70 | 10.79 | 0.60 | 4,462 | 16.76 | 1.00 (365) | 13Y 2M | 2.44 |
| Kotak US Specific Equity Passive FoF Dir | Unrated | 34.07 | 30.42 | 19.48 | 0.24 | 3,707 | 17.94 | — | 5Y 1M | 1.12 |
| Axis Greater China Equity FoF Dir | Unrated | 31.81 | 14.99 | 4.21 | 0.53 | 2,911 | 2.37 | 1.00 (365) | 5Y 1M | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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