Pros | ![]() Among most bought funds within the category. ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y duration. | - | ||
Cons | - | ![]() 3Y returns in the bottom 25% of the category. |
INDMoney rank | 10/15 | - | ||
Category,Subcateogry | Equity,Global - Other | Equity,Global - Other | ||
Fund Age | 5 Years | 4 Years | ||
Fund Size | 2351 Cr | 42 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 1.45% | 0.53% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Russel 1000 Equal Weighted Technology | S&P Asia Pacific Ex Japan REIT TR USD |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | 34.03 | - | ||
P/B | 6.56 | - | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 21.09% | 13.52% | ||
3-Month Return | -15.04% | 2.69% | ||
6-Month Return | -1.17% | 2.86% | ||
1-Year Return | 17% | 9.62% | ||
3-Year Return | 24.13% | 1.28% | ||
5-Year Return | 19.08% | - |
Sharpe | 0.48 | -0.27 | ||
Alpha | - | -3.27 | ||
Beta | - | 0.83 | ||
Standard Deviation | 27.07 | 19.34 | ||
Information Ratio | - | -0.36 |
Description | Edelweiss US Technology Equity Fund of Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Kotak International REIT FOF Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Bharat Lahoti,Bhavesh Jain | Arjun Khanna |