Avsar.

Edelweiss US Technology Equity Fund of Fund

Edelweiss Mutual FundAMFI 148063NAV ₹40.81 as of 10 Aug '26

How it behaved in each kind of market
as of 12 Aug '26

Across 12 months of falling markets, this fund ran +14.4% a year ahead of its category. It gives up ground when markets run.

Markets rising for 48 months. This fund returned +13.8% a year, 2.1% behind similar funds.
Markets flat for 16 months. This fund returned +63.7% a year, 26.5% ahead of similar funds.
Markets falling for 12 months. This fund returned +28.3% a year, 14.4% ahead of similar funds.
What counts as a rising, flat or falling market?

Every month of the last 10 years is labelled from the NIFTY 500's month-end close, before any fund is looked at. Falling means the index sat 8% or more below its own running peak. Rising means it was above its 10-month average and within 5% of that peak. Flat is everything in between.

Return a yearis what this fund's own NAV did over just those months, compounded — not averaged. vs similar funds is the same figure for the median fund in its SEBI category over the very same months, so both sides face the identical market.

The falling spells measured here: Sep '18 (-12%), Jan '19 (-10%), Jul '19 (-9%), Mar '20 (-32%), Feb '23 (-9%), Jan '25 (-18%).

Which state a month was in is only knowable afterwards, so this describes what already happened and does not forecast what comes next.

expense 0.72% direct · 76 months of NAV readBuilt from AMFI NAV history

Fund facts

Category
FoF Overseas
Fund size
₹4,133 Cr
Expense ratio
0.72% (Direct)
Riskometer
Very High

What the fund aims to do

The primary investment objective of the scheme is to seek to provide long term capital growth by investing predominantly in JPMorgan Funds – US Technology Funds, an equity fund which invests primarily in US technology companies with strong fundamentals. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Analysis of public AMFI data for research. Market states are labelled mechanically from NIFTY 500 month-end closes and are only knowable in hindsight. Past behaviour is not a forecast. We are not a registered investment adviser and nothing here is a recommendation to buy or sell.