Edelweiss Technology Fund - Direct Plan - IDCW
Expense Ratio: 0.6
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: BSE Teck TRI
Inception: 14-02-2024
Exit Load: Nil
Fund Size:₹749.39 Cr
Performance
1Y
Fund7.53%
Cat. Avg.N/A
2Y
Fund4.14%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund11.23%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Ltd. | 70.03 | 9.90% |
| 2 | Infosys Ltd. | 47.96 | 6.78% |
| 3 | Tech Mahindra Ltd. | 39.79 | 5.62% |
| 4 | NVIDIA CORP | 37.61 | 5.32% |
| 5 | Ather Energy Ltd. | 36.79 | 5.20% |
| 6 | Mphasis Ltd. | 34.87 | 4.93% |
| 7 | APPLE INC | 33.57 | 4.74% |
| 8 | Clearing Corporation of India Ltd. | 27.01 | 3.82% |
| 9 | HCL Technologies Ltd. | 24.05 | 3.40% |
| 10 | Persistent Systems Ltd. | 23.13 | 3.27% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 64490 | +7.5% | +15.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.33 L. | +10.9% | +10.9% |
| SI | 07 Mar, 24 | 1.60 L. | 1.82 L. | +14.0% | +10.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.08 L. | +7.5% | +7.5% |
| 2Y | 16 Oct, 24 | 1 L. | 1.08 L. | +8.5% | +4.1% |
| SI | 07 Mar, 24 | 1 L. | 1.32 L. | +32.0% | +11.2% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.