The primary investment objective of the scheme is to seek to provide long term capital growth by investing predominantly in JPMorgan Funds – US Technology Fund, an equity fund which invests primarily in US technologycompanies 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.
The Edelweiss US Technology Equity Fund of Fund Regular Growth has an AUM of 3255.17 crores & has delivered CAGR of 12.92% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. The minimum investment in Edelweiss US Technology Equity Fund of Fund Regular Growth is Rs 100 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
Some of the similar funds are Kotak US Specific Equity Passive FOF Regular Growth, Edelweiss US Technology Equity Fund of Fund Regular Growth, ICICI Prudential NASDAQ 100 Index Fund Regular Growth, ICICI Prudential US Bluechip Equity Fund Growth, Axis Greater China Equity Fund of Fund Regular Growth. Edelweiss US Technology Equity Fund of Fund Regular Growth has a sharpe ratio of 0.76 & a standard deviation of 25.36%.
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