Edelweiss Technology Fund Gr

All Cap

Equity

India Super Value

Others

Technology

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Edelweiss Technology Fund Growth focuses on Indian tech companies for growth-oriented investors.

What This Strategy Does

Edelweiss Technology Fund Reg Gr is an equity thematic fund which captures India's ₹10 trillion digital economy opportunity through concentrated exposure to technology leaders, deploying capital across IT services, software, and digital enablers to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

13.5% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Edelweiss Technology Fund Gr

Benchmark Index

Benchmark Performance Comparison

Edelweiss Technology Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation19.9%

Maximum Drawdown-14.9% | Jan 2025

Sharpe Ratio0.40

Beta0.52

Upside Capture96%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides concentrated exposure to India's technology leaders—companies driving innovation and capitalizing on digital transformation trends. This theme captures the secular growth of the IT services and software sectors, which have demonstrated resilience across economic cycles.

Portfolio Holdings Overview

SectoralAllocation

Technology66.51%

Services11.55%

Utilities1.38%

Consumers12.91%

Financial Services3.83%

Capital Goods3.83%

Geographic Allocation

Domestic74.79181%

International25.20818%

Top Stock Holdings

CompanySectorAllocation

Bharti Airtel LtdServices8.45%

Ather Energy LtdConsumers6.84%

Infosys LtdTechnology6.71%

Tech Mahindra LtdTechnology5.69%

NVIDIA CorpTechnology5.17%

Mphasis LtdTechnology4.83%

Apple IncTechnology4.58%

Microsoft CorpTechnology3.77%

Persistent Systems LtdTechnology3.69%

HCL Technologies LtdTechnology3.63%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Sumanta Khan

Lead Portfolio Manager

Mr. Sumanta Khan has experience of 21 years. Manages 30 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹1,776 Cr Holds a B.Tech degree.

Trideep Bhattacharya

Co-Portfolio Manager

Mr. Trideep Bhattacharya has experience of 18 years. Manages 89 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,943 Cr Holds a MBA degree.

Amit Vora

Co-Portfolio Manager

Amit Vora has experience of 6 years. Manages 99 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,878 Cr

CW Expert Take

Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.

44 years

Combined Team Experience

₹ 49,597 Cr

Assets Under Management

Firm Overview

AMCEdelweiss Asset Management Limited

Total AUM₹1,80,658.3 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.35%

Exit Load1

Regulatory & Tax Information

INF754K01SG1

ISIN

DailyDealing Frequency

Nifty IT TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)