MonitorDirect · Growth
Edelweiss Technology Fund
Edelweiss Mutual FundEquity Scheme - Sectoral/ Thematic2.5 years
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity-related securities of technology & technology-related companies.
- NAV
- 13.0613
- 15 Sept 2026
- 1Y
- +6.8%
- Trailing CAGR
- AUM
- ₹810.43 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+11.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+13.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +11.0%
- Calendar-day CAGR
- Excess 1Y
- +0.7%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 27 days
- 22 recovered episodes
- Longest recovery
- 479 days
- Trough to prior peak
- Current spell
- 33 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
16 Dec 2024 – 30 Jul 2026
Trough 7 Apr 2025 · recovered in 479 days
-26.2%
31 Jul 2024 – 16 Aug 2024
Trough 5 Aug 2024 · recovered in 11 days
-5.7%
14 Oct 2024 – 27 Nov 2024
Trough 5 Nov 2024 · recovered in 22 days
-4.8%
7 Mar 2024 – 22 May 2024
Trough 19 Apr 2024 · recovered in 33 days
-4.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
37
Vs category
55
Consistency
70
Risk-adjusted
47
Drawdown
34
Mean
49
Portfolio
31 Aug 2026 · 82 holdings · top 10 are 53.4%.
- Top 5
- 32.9%
- Top 10
- 53.4%
- Largest holding
- 8.5%
- Effective holdings
- 25.7
Bharti Airtel Ltd
Technology
8.5%
Ather Energy Ltd.
Consumer Discretionary
6.8%
Infosys Ltd
Technology
6.7%
Tech Mahindra Ltd
Technology
5.7%
NVIDIA Corporation (USA) Forgn. Eq (NVDA)
Technology
5.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 70% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility