Edelweiss US Technology Equity Fund of Funds
Direct · Growth ₹39.55
29 Oct 2026
NAV
19.4%
3Y CAGR
16.7%
5Y CAGR
18.3%
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.
3.39
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 | 23.3% | -54.9% | 131.7% |
| 3 Years | ₹36.00 L | ₹50.51 L | 22.7% | -6.0% | 41.5% |
| 5 Years | ₹60.00 L | ₹1.06 Cr | 22.9% | 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 | 23.3% | 14.3% | 24.1% | +9.1% |
| 3 Years | 22.7% | 11.0% | 16.6% | +11.7% |
| 5 Years | 22.9% | 10.4% | 13.5% | +12.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.9% | 28.7% | -43.0% | 121.8% | 0.56 | 1.13 | 77% | — | — |
| 3 Years | 19.4% | 15.2% | 1.2% | 42.4% | 1.10 | 20.01 | 100% | — | — |
| 5 Years | 16.7% | 17.1% | 9.6% | 26.5% | 3.39 | — | 100% | — | — |
-45.3%
Max Drawdown
11 mo
Drawdown Duration
16 mo
Recovery Time
-12.0%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.43
3Y
0.37
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.33 | 0.49 | 78.4% | 47.3% | 12.6% | -12.5% |
| 3 Years | +27.72 | 0.53 | 86.0% | 46.9% | 33.9% | 5.8% |
| 5 Years | +8.98 | 0.71 | 92.5% | 75.3% | 14.4% | 4.9% |
| 7 Years | +13.77 | 0.61 | 81.8% | 62.5% | 23.5% | 11.7% |
| 10 Years | +8.45 | 0.61 | 81.8% | 62.5% | 15.9% | 8.1% |
| 12 Years | +6.48 | 0.61 | 81.8% | 62.5% | 13.1% | 6.7% |
| 15 Years | +4.57 | 0.61 | 81.8% | 62.5% | 10.3% | 5.3% |