Should I invest in Edelweiss US Technology Equity Fund of Fund?

We don't give personal investment advice. Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 45.8%. 5-year CAGR: 18.93%.

Edelweiss

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

Latest NAV

₹41.2314

As of

2 Jun 2026

1,469 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+3.12%	+0.77%	+2.35	2 / 38	Q1
1W	+3.31%	+0.98%	+2.34	4 / 38	Q1
2W	+8.83%	+3.41%	+5.41	3 / 38	Q1
1M	+12.95%	+5.22%	+7.73	2 / 38	Q1
3M	+35.16%	+14.90%	+20.26	3 / 37	Q1
6M	+24.32%	+20.12%	+4.20	13 / 37	Q2
YTD	+25.55%	+18.85%	+6.70	11 / 37	Q2
1Y	+56.69%	+45.21%	+11.48	13 / 37	Q2
2Y	+37.47%	+27.42%	+10.04	7 / 37	Q1
3Y	+34.10%	+24.95%	+9.15	4 / 32	Q1
4Y	+30.52%	+19.94%	+10.58	5 / 28	Q1
5Y	+18.93%	+13.09%	+5.84	3 / 18	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+27.06%	+15.06%	+12.00	4 / 38	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+25.55%	+18.85%	+6.70	11 / 37
2025	+22.69%	+26.49%	-3.79	22 / 37
2024	+32.83%	+15.54%	+17.29	2 / 36
2023	+65.47%	+25.25%	+40.21	1 / 31
2022	-39.15%	-13.88%	-25.27	23 / 23
2021	+13.96%	+12.49%	+1.47	9 / 14
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.90%

64 windows

min -40.7% · max 85.8%

75% positive

3-Year rolling

+16.95%

40 windows

min 2.7% · max 40.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+15.94%

16 windows

min 10.1% · max 20.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

24.88%

3-year · annualised

Sharpe ratio

1.05

vs risk-free 6.5%

Sortino ratio

2.05

Downside-only deviation

Max drawdown

-31.59%

Feb 2025 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
HDFC Developed World Overseas Equity Passive FOF - Direct Plan - Growth Option	HDFC	₹21.6210	2 Jun 2026
SBI US Specific Equity Active FoF - Direct Plan - Growth	SBI	₹25.8964	2 Jun 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - Growth	ICICI Prudential	₹34.3100	2 Jun 2026
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Direct Plan - Growth	Invesco	₹27.3230	2 Jun 2026
Bandhan US specific Equity Active FOF - GROWTH - DIRECT PLAN	Bandhan	₹21.5740	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option	Aditya Birla Sun Life	₹37.2536	2 Jun 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Plan Growth	Motilal Oswal	₹18.4536	2 Jun 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Direct Plan - Growth	Mirae Asset	₹20.0150	2 Jun 2026
Kotak Global Emerging Market Fund - Dividend	Kotak Mahindra	₹42.3150	2 Jun 2026
Kotak Global Emerging Market overseas Equity Omni FOF - Growth - Direct	Kotak	₹46.1010	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹41.2314
1 Jun 2026	₹39.9832
29 May 2026	₹40.5298
27 May 2026	₹39.8794
26 May 2026	₹39.9085
22 May 2026	₹39.5795
21 May 2026	₹39.0700
20 May 2026	₹38.4900
19 May 2026	₹37.8870
18 May 2026	₹38.6312

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth is ₹41.2314. It's a Fund of Funds - Overseas from Edelweiss, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth has NAV history starting from 09 Mar 2020, a track record of about 6 years 2 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth is managed by Edelweiss. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth has delivered a absolute return of 56.69% — +11.48 pp ahead of the Fund of Funds - Overseas category average of 45.21%. The fund ranks #13 of 37 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth has delivered a CAGR of 34.10% — +9.15 pp ahead of the Fund of Funds - Overseas category average of 24.95%. The fund ranks #4 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth has delivered a CAGR of 18.93% — +5.84 pp ahead of the Fund of Funds - Overseas category average of 13.09%. The fund ranks #3 of 18 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth exactly 5 years ago would be worth approximately ₹237,945 today — a multiplier of 2.38×, based on the 5-year CAGR of 18.93%. The category average over the same window would have grown ₹1 lakh to ₹184,992.

A ₹10,000 monthly SIP in Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,258,437 today. That's an XIRR (money-weighted annualised return) of 30.12%.

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹1,258,437 — XIRR 30.12%.

On a 5-year basis, Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth ranks #3 out of 18 funds in the Fund of Funds - Overseas category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.09%; this fund delivered 18.93%.

The worst peak-to-trough decline Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth has experienced over the last 5-year window is 45.78% — its NAV fell from a high on 18 Nov 2021 to a low on 13 Oct 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth averaged 15.94% (best 20.67%, worst 10.15%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.52 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth returned 22.69% — lagging the Fund of Funds - Overseas category average of 26.49% by 3.79 pp. It ranked #22 of 37 in its category that year.

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 45.8%. 5-year CAGR: 18.93%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.