ReviewDirect · GrowthPrefer peers first
Edelweiss US Technology Equity Fund of Fund
- NAV
- 39.5494
- 29 Oct 2026
- 1Y
- +9.6%
- Trailing CAGR
- AUM
- ₹4,091.56 Cr
- 31 Aug 2026
- Volatility
- High
- 30.5% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer ICICI Prudential Strategic Metal and Energy Equity Fund of Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
6.6 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.72% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -45.3%. Ask whether you can hold through a similar fall.
Vs category
Pass
76% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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+9.6%
- 3Y+32.9%
- 5Y+13.7%
- 10Yn/a
- SI+24.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.4%
- 3Y+23.9%
- 5Y+24.9%
- 10Yn/a
- Since inception
- +24.4%
- Calendar-day CAGR
- Excess 1Y
- -2.3%
- Category median, same plan and option
- 3Y win rate
- +76%
- Windows beating the median
- 3Y percentile
- 88
- Vs comparable share classes
- SIP 3Y XIRR
- +23.9%
- Simulated monthly SIP
- Worst rolling 3Y
- +1.2%
- 856 daily-ending windows
- Median rolling 3Y
- +15.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 388 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -45.3%
- Worst peak-to-trough
- Current
- -10.7%
- Below last peak
- Current spell
- 23 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 75 recovered episodes
- Longest recovery
- 468 days
- Trough to prior peak
22 Nov 2021 – 24 Jan 2024
Trough 13 Oct 2022 · recovered in 468 days
-45.3%
18 Feb 2025 – 28 Jul 2025
Trough 7 Apr 2025 · recovered in 112 days
-31.5%
11 Jul 2024 – 14 Oct 2024
Trough 5 Aug 2024 · recovered in 70 days
-19.6%
16 Feb 2021 – 19 Oct 2021
Trough 19 May 2021 · recovered in 153 days
-19.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
89
Vs category
36
Consistency
72
Risk-adjusted
61
Drawdown
0
Mean
51
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 76% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
31 Aug 2026 · 4 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
95.4%
Debt
4.8%
Sectors
Others
100.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund
ICICI Prudential Mutual Fund
- 1Y
- +63.4%
- 3Y
- +37.1%
- Vol
- 25.3%
- Max DD
- -24.3%
- Sharpe
- 1.01
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak US Specific Equity Passive FOF
Kotak Mahindra Mutual Fund
- 1Y
- +21.6%
- 3Y
- +33.0%
- Vol
- 21.3%
- Max DD
- -29.1%
- Sharpe
- 0.77
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Navi NASDAQ100 US Specific Equity Passive FOF
Navi Mutual Fund
- 1Y
- +21.6%
- 3Y
- +33.5%
- Vol
- 23.3%
- Max DD
- -25.1%
- Sharpe
- 0.77
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +4.6%
- 3Y
- +27.3%
- Vol
- 21.0%
- Max DD
- -27.1%
- Sharpe
- 0.56
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Franklin U. S. Opportunities Equity Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +8.6%
- 3Y
- +24.9%
- Vol
- 21.0%
- Max DD
- -38.4%
- Sharpe
- 0.61
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns