Edelweiss Us Technology Equity Fund Of Fund Growth
The Edelweiss US Technology Equity FoF RegGr strategically allocates over 60% to giant and large-cap tech titans, capturing the sector's growth potential while offering diversification benefits.
What This Strategy Does
Role in a Diversified Portfolio
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession driven by aggressive Fed tightening could trigger tech demand contraction, mitigated by large-cap bias.
Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides exposure to the world's leading technology companies, capturing the relentless innovation and growth of this dynamic sector. By investing in US tech giants, this fund offers access to businesses at the forefront of disruption across industries.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Bhavesh Jain
Lead Portfolio Manager
Mr. Bhavesh Jain has experience of 19 years. Manages 196 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹41,489 Cr Holds a MMS degree.
Amit Agarwal
Co-Portfolio ManagerHe has been associated with our Company since April 1, 2017. He is responsible for managing the entire lifecycle of investment and creating exit strategies in several assets under Private Credit business vertical and has also been instrumental in fund raising efforts for funds in our Company. He has completed his bachelor’s degree in commerce from the University of Lucknow.
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.
Firm Overview
Subsidiary of Edelweiss Financial Services Ltd. Primarily the AMC of Edelweiss Mutual Fund; also manages two AIF trusts (Cat II and Cat III) and PMS strategies, both small in size.
Investment Philosophy & Approach
Focused Expertise
Edelweiss AMC concentrates on identifying disruptive technology leaders globally.
Disciplined Approach
Rigorous research underpins portfolio construction targeting sustainable growth opportunities.
Long-Term Mindset
Emphasis on companies with durable competitive advantages and capital allocation.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <95.460 Months null%
LTCG | >107.690 Months null% on gain above 1.25 Lakh
Tax Implications (India)