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Edelweiss Technology Fund(IDCW)

IDCW
12.520.16% (+0.02)

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Edelweiss Technology Fund(IDCW)

IDCW
EquitySectoral Fund - Technology
Mid-size FundAssets Under Mgmt: ₹ 690 Cr
Very High RiskPrinciple investment will be at very high risk
12.520.16% (+0.02)

Price Chart

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Returns
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EquitySectoral Fund - Technology
Mid-size FundAssets Under Mgmt: ₹ 690 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5552.331.82
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4653.491.64

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
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About Sectoral Fund - Technology

Sectoral Funds - Technology are equity schemes that majorly invest in technology related companies It will give exposure to entire technology sector which comprised a wide range of involved in development and manufacturing of technology.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Technology

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Edelweiss Technology Fund(IDCW)———
ICICI Pru Technology Fund(IDCW-Payout)22.22%4.32%18.60%
Tata Digital India Fund(IDCW)32.64%12.49%22.63%
Aditya Birla SL Digital India Fund(IDCW)11.54%3.05%15.55%

Price Comparison

Compare Edelweiss Technology Fund(IDCW) with any MF, ETF, stock or index
Compare Edelweiss Technology Fund(IDCW) with any MF, ETF, stock or index
Edelweiss Technology Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity2.95%97.05%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+12 moreElectrical Components & EquipmentsOthersTelecom ServicesTechnology HardwareIT Services & Consulting19.08 %4.07 %6.15 %9.74 %10.00 %50.97 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/A50.91%47.29%50.05%50.97%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.33 %

    Holdings

    8.92 %

    0.33 %
  • Infosys Ltd
    INFY
    3M change : -0.66 %

    Holdings

    8.69 %

    -0.66 %
  • HCL Technologies Ltd
    HCLTECH
    3M change : 1.03 %

    Holdings

    5.27 %

    1.03 %

AMC Profile

Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.

  • No.of Schemes

    50

  • Total AUM

    ₹ 1,05,216.22 Cr.

Fund Manager Profile

Sumanta Khan

AUM:  ₹7,924.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Trideep Bhattacharya

AUM:  ₹22,737.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Raj Koradia

AUM:  ₹22,737.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

Amit Vora

AUM:  ₹17,464.13 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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