Edelweiss US Technology Equity Fund of Funds
Direct · Growth ₹43.33
02 Jul 2026
NAV
18.3%
3Y CAGR
17.0%
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.
3.23
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.
NA
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 | 23.0% | -54.9% | 131.7% |
| 3 Years | ₹36.00 L | ₹50.01 L | 22.1% | -6.0% | 41.5% |
| 5 Years | ₹60.00 L | ₹1.01 Cr | 21.9% | 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 | 23.0% | 14.5% | 16.0% | +8.6% |
| 3 Years | 22.1% | 11.2% | 16.2% | +11.0% |
| 5 Years | 21.9% | 10.4% | 13.3% | +11.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.8% | 30.1% | -43.0% | 121.8% | 0.54 | 1.09 | 76% | — | — |
| 3 Years | 18.3% | 13.2% | 1.2% | 42.4% | 1.00 | 17.45 | 100% | — | — |
| 5 Years | 17.0% | 17.8% | 9.6% | 26.5% | 3.23 | — | 100% | — | — |
-45.3%
Max Drawdown
11 mo
Drawdown Duration
16 mo
Recovery Time
-12.3%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.40
3Y
0.38
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +44.51 | 0.59 | 95.5% | 38.4% | 44.2% | -5.0% |
| 3 Years | +25.65 | 0.57 | 87.9% | 51.4% | 32.9% | 7.8% |
| 5 Years | +8.64 | 0.74 | 92.6% | 76.9% | 17.0% | 9.0% |
| 7 Years | +14.35 | 0.62 | 83.1% | 63.0% | 24.7% | 12.7% |
| 10 Years | +8.83 | 0.62 | 83.1% | 63.0% | 16.7% | 8.7% |
| 12 Years | +6.80 | 0.62 | 83.1% | 63.0% | 13.8% | 7.2% |
| 15 Years | +4.83 | 0.62 | 83.1% | 63.0% | 10.9% | 5.8% |