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FoF OverseasEdelweiss Asset Management Limited

Edelweiss US Technology Equity Fund of Fund- Direct Plan- Growth

Benchmark: Russell 1000 Equal Weight Technology Index · Riskometer: Very High

₹40.2061

NAV (2026-08-31)

₹4,348.091 Cr

AUM (2026-08-31)

0.72%

EXPENSE RATIO (DIRECT)

2020-02-14

INCEPTION

CQuality · 52.2/100
DSafety · 25.9/100
CCompound · 63/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

-63%-12%39%90%142%1Y3Y5Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR13.3%58.06th 12.2%
3Y Sharpe Ratio0.9142th 1.02
3Y Alpha-5.2%10.42th 3.7%
3Y Std Deviation26.1%8th (lower is better)16.7%

-5.2383

Alpha (%)

0.8929

Beta

87.0812

Up Capture

15.4388

Tracking Error (%)

3-year window vs. Russell 1000 Equal Weight Technology Index.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

100%TOP 1100%
Other 100%

TOP HOLDINGS

Clearing Corporation of India Ltd. ()4.77%
Alphabet (Internet)4.48427%
Broadcom (Semiconductors)3.91181%
Palo Alto Networks (Data-Comm/Tele-Comm)3.91181%
Take-Two Interactive Software (Software)3.8164%
Nvidia (Semiconductors)3.62558%
Microsoft (Software)3.05312%
CrowdStrike (Software)2.95771%
Snowflake (Software)2.95771%
Intel (Semiconductors)2.67148%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

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Asset Allocation

As of Jul-2026

4.59%TOP 35%
Equity 0%Debt 0%Cash 4.59%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.