Edelweiss Technology Fund - Regular (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Edelweiss Technology Fund - Regular (IDCW) (44649) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss Technology Fund - Regular (IDCW)
Edelweiss Asset Mgt Ltd
To provide long-term capital appreciation by investing predominantly in equity and equity-related securities of technology & technology-related companies. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Balanced Mix
Management
Established Team
Quality Score
Below Average
Edelweiss Technology Fund - Regular (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Alpha Generation
Outperformance vs benchmark
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 23.62% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecom-Service | 10.86% |
| Infosys Ltd | IT - Software | 7.71% |
| NVIDIA CORP | Debt Others | 6.85% |
| MICROSOFT CORP | Debt Others | 6.48% |
| Tech Mahindra Ltd | IT - Software | 5.70% |
| APPLE INC | Debt Others | 4.97% |
| HCL Technologies Ltd | IT - Software | 4.94% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.88% |
| Persistent Systems Ltd | IT - Software | 3.35% |
| C C I | Debt Others | 3.24% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Edelweiss Technology Fund - Regular (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 4.17% | 20.90% | -2.29% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 3.98% | 20.48% | -2.95% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 3.31% | 7.85% | -5.66% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 3.11% | 13.18% | -7.36% |
Category Average Returns
Sumanta Khan
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.