Edelweiss US Technology Equity Fund of Funds
Direct · Growth ₹41.45
17 Aug 2026
NAV
18.4%
3Y CAGR
16.9%
5Y CAGR
18.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.24
Sharpe
-45.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.73%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.46 L | 23.1% | -54.9% | 131.7% |
| 3 Years | ₹36.00 L | ₹50.08 L | 22.2% | -6.0% | 41.5% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 22.1% | 8.1% | 31.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 23.1% | 14.4% | 16.7% | +8.6% |
| 3 Years | 22.2% | 11.1% | 17.2% | +11.1% |
| 5 Years | 22.1% | 10.4% | 14.4% | +11.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.8% | 30.1% | -43.0% | 121.8% | 0.54 | 1.10 | 76% | — | — |
| 3 Years | 18.4% | 13.3% | 1.2% | 42.4% | 1.02 | 17.80 | 100% | — | — |
| 5 Years | 16.9% | 17.7% | 9.6% | 26.5% | 3.24 | — | 100% | — | — |
-45.3%
Max Drawdown
11 mo
Drawdown Duration
16 mo
Recovery Time
-12.2%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.41
3Y
0.37
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +31.67 | 0.65 | 105.5% | 57.8% | 32.4% | -2.4% |
| 3 Years | +24.87 | 0.60 | 93.8% | 58.0% | 32.2% | 7.8% |
| 5 Years | +9.36 | 0.75 | 96.2% | 80.0% | 16.9% | 7.9% |
| 7 Years | +13.47 | 0.63 | 84.6% | 65.6% | 23.9% | 12.8% |
| 10 Years | +8.26 | 0.63 | 84.6% | 65.6% | 16.2% | 8.8% |
| 12 Years | +6.34 | 0.63 | 84.6% | 65.6% | 13.3% | 7.3% |
| 15 Years | +4.48 | 0.63 | 84.6% | 65.6% | 10.5% | 5.8% |